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 | $19,650 | $67,331-70.8% | $60,874-67.7% | $134,475-85.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -32.37% | 49.93%-82.3pp | 16.90%-49.3pp | 417.96%-450.3pp |
| Employer contribution / active EE | $2,169 | $3,096-30.0% | $2,701-19.7% | $4,740-54.2% |
| Participant deferral / active EE | $2,579 | $4,538-43.2% | $3,817-32.4% | $6,400-59.7% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |