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 6-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 | $23,721 | $138,065-82.8% | $123,544-80.8% | $135,375-82.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.71% | 153.68%-175.4pp | 119.20%-140.9pp | 519.73%-541.4pp |
| Employer contribution / active EE | $1,680 | $5,151-67.4% | $4,628-63.7% | $4,779-64.8% |
| Participant deferral / active EE | $14,800 | $6,799+117.7% | $6,426+130.3% | $5,609+163.9% |
| Admin fee / account holder | $232 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |