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 9-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 | $14,836 | $97,757-84.8% | $83,848-82.3% | $135,375-89.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -13.50% | 1287.37%-1300.9pp | 850.88%-864.4pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,753 | $4,222-58.5% | $3,631-51.7% | $4,779-63.3% |
| Participant deferral / active EE | $5,077 | $4,682+8.4% | $4,082+24.4% | $5,609-9.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |