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 | $20,293 | $99,640-79.6% | $86,436-76.5% | $134,475-84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.07% | 6782.58%-6812.6pp | 4394.89%-4425.0pp | 417.96%-448.0pp |
| Employer contribution / active EE | $6,337 | $4,400+44.0% | $3,769+68.2% | $4,740+33.7% |
| Participant deferral / active EE | $14,300 | $7,246+97.3% | $6,952+105.7% | $6,400+123.5% |
| Admin fee / account holder | $106 | $8,371-98.7% | $6,731-98.4% | $11,426-99.1% |