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 | $8,960 | $104,106-91.4% | $71,086-87.4% | $135,375-93.4% |
| Participation rate | 83.3% | 65.7%+17.7pp | 54.7%+28.7pp | 82.6%+0.7pp |
| Annual return | -20.53% | 1256.30%-1276.8pp | 650.59%-671.1pp | 519.73%-540.3pp |
| Employer contribution / active EE | $4,893 | $1,485+229.5% | $1,088+349.8% | $4,779+2.4% |
| Participant deferral / active EE | $3,953 | $2,527+56.4% | $1,874+110.9% | $5,609-29.5% |
| Admin fee / account holder | $135 | $4,142-96.7% | $3,082-95.6% | $10,827-98.8% |