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 | $15,338 | $97,757-84.3% | $83,848-81.7% | $135,375-88.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -27.82% | 1287.37%-1315.2pp | 850.88%-878.7pp | 519.73%-547.6pp |
| Employer contribution / active EE | $3,843 | $4,222-9.0% | $3,631+5.8% | $4,779-19.6% |
| Participant deferral / active EE | $8,385 | $4,682+79.1% | $4,082+105.4% | $5,609+49.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |