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 | $3,795 | $88,751-95.7% | $81,812-95.4% | $145,922-97.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -89.59% | 1025.40%-1115.0pp | 773.79%-863.4pp | 561.29%-650.9pp |
| Employer contribution / active EE | $1,023 | $3,083-66.8% | $2,912-64.9% | $4,660-78.1% |
| Participant deferral / active EE | $2,737 | $4,643-41.1% | $4,319-36.6% | $6,688-59.1% |
| Admin fee / account holder | $269 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |