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 4-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 | $12,012 | $67,331-82.2% | $60,874-80.3% | $134,475-91.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -34.21% | 49.93%-84.1pp | 16.90%-51.1pp | 417.96%-452.2pp |
| Employer contribution / active EE | $5,200 | $3,096+67.9% | $2,701+92.5% | $4,740+9.7% |
| Participant deferral / active EE | $5,200 | $4,538+14.6% | $3,817+36.2% | $6,400-18.7% |
| Admin fee / account holder | $55 | $4,582-98.8% | $3,224-98.3% | $11,426-99.5% |