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 8-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 | $17,306 | $97,757-82.3% | $83,848-79.4% | $135,375-87.2% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -28.52% | 1287.37%-1315.9pp | 850.88%-879.4pp | 519.73%-548.3pp |
| Employer contribution / active EE | $6,574 | $4,222+55.7% | $3,631+81.1% | $4,779+37.6% |
| Participant deferral / active EE | $4,841 | $4,682+3.4% | $4,082+18.6% | $5,609-13.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |