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 | $26,271 | $97,757-73.1% | $83,848-68.7% | $135,375-80.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.33% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $11,511 | $4,222+172.7% | $3,631+217.0% | $4,779+140.9% |
| Participant deferral / active EE | $6,454 | $4,682+37.8% | $4,082+58.1% | $5,609+15.1% |
| Admin fee / account holder | $42 | $6,674-99.4% | $5,478-99.2% | $10,827-99.6% |