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 7-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 | $43,000 | $92,703-53.6% | $82,719-48.0% | $134,475-68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -30.40% | 944.92%-975.3pp | 701.18%-731.6pp | 417.96%-448.4pp |
| Employer contribution / active EE | $6,244 | $3,274+90.7% | $3,009+107.5% | $4,740+31.7% |
| Participant deferral / active EE | $22,512 | $4,802+368.8% | $4,395+412.2% | $6,400+251.8% |
| Admin fee / account holder | $183 | $5,983-96.9% | $5,329-96.6% | $11,426-98.4% |