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 | $12,137 | $92,703-86.9% | $82,719-85.3% | $134,475-91.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -30.31% | 944.92%-975.2pp | 701.18%-731.5pp | 417.96%-448.3pp |
| Employer contribution / active EE | $1,926 | $3,274-41.2% | $3,009-36.0% | $4,740-59.4% |
| Participant deferral / active EE | $9,131 | $4,802+90.2% | $4,395+107.8% | $6,400+42.7% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |