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 | $21,036 | $82,630-74.5% | $64,105-67.2% | $125,391-83.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.93% | 1489.72%-1498.6pp | 791.24%-800.2pp | 282.22%-291.1pp |
| Employer contribution / active EE | $4,000 | $2,671+49.7% | $1,820+119.8% | $4,866-17.8% |
| Participant deferral / active EE | $4,142 | $3,608+14.8% | $2,822+46.8% | $5,352-22.6% |
| Admin fee / account holder | $191 | $6,382-97.0% | $4,499-95.8% | $9,540-98.0% |