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 6-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 | $14,897 | $190,805-92.2% | $159,960-90.7% | $134,475-88.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.93% | 552.23%-574.2pp | 408.60%-430.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,337 | $4,995-33.2% | $4,226-21.0% | $4,740-29.6% |
| Participant deferral / active EE | $11,379 | $6,923+64.4% | $6,182+84.0% | $6,400+77.8% |
| Admin fee / account holder | $117 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |