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 | $11,120 | $90,600-87.7% | $79,464-86.0% | $135,375-91.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -31.89% | 977.43%-1009.3pp | 718.14%-750.0pp | 519.73%-551.6pp |
| Employer contribution / active EE | $1,069 | $3,068-65.2% | $2,800-61.8% | $4,779-77.6% |
| Participant deferral / active EE | $2,233 | $4,050-44.9% | $3,704-39.7% | $5,609-60.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |