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 5-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 | $10,074 | $152,509-93.4% | $117,472-91.4% | $134,475-92.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -30.09% | 52.99%-83.1pp | 29.74%-59.8pp | 417.96%-448.1pp |
| Employer contribution / active EE | $2,270 | $5,571-59.3% | $4,176-45.6% | $4,740-52.1% |
| Participant deferral / active EE | $7,521 | $4,818+56.1% | $4,070+84.8% | $6,400+17.5% |
| Admin fee / account holder | $136 | $7,004-98.1% | $5,645-97.6% | $11,426-98.8% |