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 | $8,696 | $92,703-90.6% | $82,719-89.5% | $134,475-93.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -82.09% | 944.92%-1027.0pp | 701.18%-783.3pp | 417.96%-500.1pp |
| Employer contribution / active EE | $1,206 | $3,274-63.2% | $3,009-59.9% | $4,740-74.6% |
| Participant deferral / active EE | $14,391 | $4,802+199.7% | $4,395+227.4% | $6,400+124.9% |
| Admin fee / account holder | $41 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |