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 | $25,087 | $176,662-85.8% | $130,648-80.8% | $152,861-83.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | -34.54% | 2692.24%-2726.8pp | 1708.96%-1743.5pp | 345.32%-379.9pp |
| Employer contribution / active EE | $1,041 | $5,742-81.9% | $4,092-74.6% | $4,762-78.1% |
| Participant deferral / active EE | $1,301 | $4,361-70.2% | $3,603-63.9% | $5,850-77.8% |
| Admin fee / account holder | $116 | $7,133-98.4% | $5,464-97.9% | $11,596-99.0% |