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 | $16,155 | $97,757-83.5% | $83,848-80.7% | $135,375-88.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.53% | 1287.37%-1300.9pp | 850.88%-864.4pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,861 | $4,222-32.2% | $3,631-21.2% | $4,779-40.1% |
| Participant deferral / active EE | $6,546 | $4,682+39.8% | $4,082+60.4% | $5,609+16.7% |
| Admin fee / account holder | $179 | $6,674-97.3% | $5,478-96.7% | $10,827-98.3% |