See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,726 | $138,044-86.4% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -21.15% | 750.33%-771.5pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,500 | $5,243-52.3% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $4,585 | $7,799-41.2% | $7,446-38.4% | $6,400-28.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |