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 | $9,454 | $90,600-89.6% | $79,464-88.1% | $135,375-93.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.05% | 977.43%-987.5pp | 718.14%-728.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $319 | $3,068-89.6% | $2,800-88.6% | $4,779-93.3% |
| Participant deferral / active EE | $1,923 | $4,050-52.5% | $3,704-48.1% | $5,609-65.7% |
| Admin fee / account holder | $18 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |