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 | $20,746 | $95,862-78.4% | $79,550-73.9% | $134,475-84.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -36.43% | -2.69%-33.7pp | 0.16%-36.6pp | 417.96%-454.4pp |
| Employer contribution / active EE | $8,541 | $3,128+173.1% | $2,413+254.0% | $4,740+80.2% |
| Participant deferral / active EE | $7,434 | $4,693+58.4% | $3,985+86.5% | $6,400+16.2% |
| Admin fee / account holder | $4 | $9,126-100.0% | $6,832-99.9% | $11,426-100.0% |