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 9-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 | $14,533 | $97,757-85.1% | $83,848-82.7% | $135,375-89.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -15.88% | 1287.37%-1303.2pp | 850.88%-866.8pp | 519.73%-535.6pp |
| Employer contribution / active EE | $2,022 | $4,222-52.1% | $3,631-44.3% | $4,779-57.7% |
| Participant deferral / active EE | $5,760 | $4,682+23.0% | $4,082+41.1% | $5,609+2.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |