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 | $4,801 | $84,402-94.3% | $61,373-92.2% | $134,475-96.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -24.81% | 584.55%-609.4pp | 338.61%-363.4pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,074 | $1,544-30.4% | $1,159-7.3% | $4,740-77.3% |
| Participant deferral / active EE | $2,002 | $2,819-29.0% | $2,125-5.8% | $6,400-68.7% |
| Admin fee / account holder | $107 | $2,585-95.9% | $2,130-95.0% | $11,426-99.1% |