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 10-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 | $88,510 | $99,020-10.6% | $86,590+2.2% | $147,584-40.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -31.04% | 1312.34%-1343.4pp | 964.84%-995.9pp | 578.55%-609.6pp |
| Employer contribution / active EE | $5,687 | $3,132+81.6% | $2,839+100.3% | $4,876+16.6% |
| Participant deferral / active EE | $4,115 | $3,972+3.6% | $3,609+14.0% | $5,439-24.3% |
| Admin fee / account holder | $31 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |