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 | $28,789 | $99,640-71.1% | $86,436-66.7% | $134,475-78.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.12% | 6782.58%-6803.7pp | 4394.89%-4416.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $9,973 | $4,400+126.6% | $3,769+164.6% | $4,740+110.4% |
| Participant deferral / active EE | $7,885 | $7,246+8.8% | $6,952+13.4% | $6,400+23.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |