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 | $2,167 | $84,402-97.4% | $61,373-96.5% | $134,475-98.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -99.25% | 584.55%-683.8pp | 338.61%-437.9pp | 417.96%-517.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,080 | $2,819-26.2% | $2,125-2.1% | $6,400-67.5% |
| Admin fee / account holder | $69 | $2,585-97.3% | $2,130-96.8% | $11,426-99.4% |