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 | $21,363 | $138,065-84.5% | $123,544-82.7% | $135,375-84.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.37% | 153.68%-166.1pp | 119.20%-131.6pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,961 | $5,151-61.9% | $4,628-57.6% | $4,779-59.0% |
| Participant deferral / active EE | $11,842 | $6,799+74.2% | $6,426+84.3% | $5,609+111.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |