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 | $22,481 | $109,327-79.4% | $89,391-74.9% | $158,922-85.9% |
| Participation rate | 85.0% | 74.3%+10.7pp | 68.0%+17.0pp | 82.0%+3.0pp |
| Annual return | -24.68% | 345.68%-370.4pp | 245.62%-270.3pp | 302.83%-327.5pp |
| Employer contribution / active EE | $559 | $3,170-82.4% | $2,586-78.4% | $4,761-88.3% |
| Participant deferral / active EE | $1,112 | $4,598-75.8% | $3,890-71.4% | $5,982-81.4% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |