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 | $32,606 | $97,757-66.6% | $83,848-61.1% | $135,375-75.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.53% | 1287.37%-1303.9pp | 850.88%-867.4pp | 519.73%-536.3pp |
| Employer contribution / active EE | $864 | $4,222-79.5% | $3,631-76.2% | $4,779-81.9% |
| Participant deferral / active EE | $19,239 | $4,682+310.9% | $4,082+371.3% | $5,609+243.0% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |