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 5-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 | $19,569 | $84,402-76.8% | $61,373-68.1% | $134,475-85.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -33.80% | 584.55%-618.4pp | 338.61%-372.4pp | 417.96%-451.8pp |
| Employer contribution / active EE | $2,646 | $1,544+71.3% | $1,159+128.2% | $4,740-44.2% |
| Participant deferral / active EE | $9,901 | $2,819+251.2% | $2,125+365.9% | $6,400+54.7% |
| Admin fee / account holder | $266 | $2,585-89.7% | $2,130-87.5% | $11,426-97.7% |