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 6-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 | $3,108 | $84,402-96.3% | $61,373-94.9% | $134,475-97.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -23.39% | 584.55%-607.9pp | 338.61%-362.0pp | 417.96%-441.4pp |
| Employer contribution / active EE | $665 | $1,544-56.9% | $1,159-42.6% | $4,740-86.0% |
| Participant deferral / active EE | $1,406 | $2,819-50.1% | $2,125-33.9% | $6,400-78.0% |
| Admin fee / account holder | $13 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |