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 | $5,507 | $84,402-93.5% | $61,373-91.0% | $134,475-95.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -33.95% | 584.55%-618.5pp | 338.61%-372.6pp | 417.96%-451.9pp |
| Employer contribution / active EE | $689 | $1,544-55.4% | $1,159-40.6% | $4,740-85.5% |
| Participant deferral / active EE | $3,826 | $2,819+35.7% | $2,125+80.0% | $6,400-40.2% |
| Admin fee / account holder | $33 | $2,585-98.7% | $2,130-98.5% | $11,426-99.7% |