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 | $0 | $46,553-100.0% | $64,056-100.0% | $75,163-100.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | -116.73% | 26.03%-142.8pp | 33.69%-150.4pp | 160.62%-277.4pp |
| Employer contribution / active EE | $1,067 | $1,974-45.9% | $2,747-61.1% | $2,670-60.0% |
| Participant deferral / active EE | $1,969 | $2,837-30.6% | $3,880-49.3% | $4,125-52.3% |
| Admin fee / account holder | $238 | $2,952-91.9% | $3,068-92.2% | $5,651-95.8% |