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 | $20,873 | $108,642-80.8% | $74,701-72.1% | $152,861-86.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | -24.83% | 114.06%-138.9pp | 752.92%-777.8pp | 345.32%-370.2pp |
| Employer contribution / active EE | $1,447 | $1,503-3.7% | $1,084+33.5% | $4,762-69.6% |
| Participant deferral / active EE | $10,468 | $2,712+286.0% | $1,964+433.1% | $5,850+78.9% |
| Admin fee / account holder | $102 | $4,902-97.9% | $3,333-96.9% | $11,596-99.1% |