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 7-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 | $31,522 | $90,600-65.2% | $79,464-60.3% | $135,375-76.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -19.33% | 977.43%-996.8pp | 718.14%-737.5pp | 519.73%-539.1pp |
| Employer contribution / active EE | $2,000 | $3,068-34.8% | $2,800-28.6% | $4,779-58.2% |
| Participant deferral / active EE | $15,182 | $4,050+274.8% | $3,704+309.9% | $5,609+170.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |