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 | $9,619 | $90,600-89.4% | $79,464-87.9% | $135,375-92.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -17.63% | 977.43%-995.1pp | 718.14%-735.8pp | 519.73%-537.4pp |
| Employer contribution / active EE | $1,302 | $3,068-57.6% | $2,800-53.5% | $4,779-72.8% |
| Participant deferral / active EE | $7,067 | $4,050+74.5% | $3,704+90.8% | $5,609+26.0% |
| Admin fee / account holder | $201 | $5,907-96.6% | $5,113-96.1% | $10,827-98.1% |