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 6-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 | $9,188 | $92,703-90.1% | $82,719-88.9% | $134,475-93.2% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -31.89% | 944.92%-976.8pp | 701.18%-733.1pp | 417.96%-449.9pp |
| Employer contribution / active EE | $1,437 | $3,274-56.1% | $3,009-52.3% | $4,740-69.7% |
| Participant deferral / active EE | $3,867 | $4,802-19.5% | $4,395-12.0% | $6,400-39.6% |
| Admin fee / account holder | $233 | $5,983-96.1% | $5,329-95.6% | $11,426-98.0% |