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 10-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 | $17,807 | $95,971-81.4% | $74,550-76.1% | $135,375-86.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.21% | 56.96%-72.2pp | 32.53%-47.7pp | 519.73%-534.9pp |
| Employer contribution / active EE | $741 | $2,716-72.7% | $1,961-62.2% | $4,779-84.5% |
| Participant deferral / active EE | $6,257 | $3,843+62.8% | $3,108+101.3% | $5,609+11.6% |
| Admin fee / account holder | $268 | $6,522-95.9% | $5,060-94.7% | $10,827-97.5% |