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 | $7,251 | $84,402-91.4% | $61,373-88.2% | $134,475-94.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -26.22% | 584.55%-610.8pp | 338.61%-364.8pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,582 | $1,544+2.4% | $1,159+36.5% | $4,740-66.6% |
| Participant deferral / active EE | $700 | $2,819-75.2% | $2,125-67.1% | $6,400-89.1% |
| Admin fee / account holder | $101 | $2,585-96.1% | $2,130-95.3% | $11,426-99.1% |