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 | $10,768 | $92,703-88.4% | $82,719-87.0% | $134,475-92.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.86% | 944.92%-968.8pp | 701.18%-725.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,678 | $3,274+12.3% | $3,009+22.2% | $4,740-22.4% |
| Participant deferral / active EE | $3,678 | $4,802-23.4% | $4,395-16.3% | $6,400-42.5% |
| Admin fee / account holder | $67 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |