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 | $28,290 | $102,966-72.5% | $90,281-68.7% | $152,861-81.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -42.88% | 95.16%-138.0pp | 78.10%-121.0pp | 345.32%-388.2pp |
| Employer contribution / active EE | $1,010 | $3,139-67.8% | $2,854-64.6% | $4,762-78.8% |
| Participant deferral / active EE | $1,212 | $4,281-71.7% | $3,885-68.8% | $5,850-79.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |