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 | $19,557 | $183,519-89.3% | $155,509-87.4% | $145,922-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -64.44% | 61.17%-125.6pp | 64.67%-129.1pp | 561.29%-625.7pp |
| Employer contribution / active EE | $3,628 | $5,313-31.7% | $4,672-22.4% | $4,660-22.1% |
| Participant deferral / active EE | $9,028 | $6,462+39.7% | $5,626+60.5% | $6,688+35.0% |
| Admin fee / account holder | $10 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |