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 | $13,328 | $100,852-86.8% | $90,404-85.3% | $158,922-91.6% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | -14.18% | 1724.20%-1738.4pp | 1293.02%-1307.2pp | 302.83%-317.0pp |
| Employer contribution / active EE | $437 | $3,689-88.1% | $3,262-86.6% | $4,761-90.8% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |