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 9-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 | $19,798 | $95,971-79.4% | $74,550-73.4% | $135,375-85.4% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -11.53% | 56.96%-68.5pp | 32.53%-44.1pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,707 | $2,716-37.2% | $1,961-12.9% | $4,779-64.3% |
| Participant deferral / active EE | $4,437 | $3,843+15.4% | $3,108+42.8% | $5,609-20.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |