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 | $8,502 | $88,594-90.4% | $70,092-87.9% | $134,475-93.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -74.03% | 442.67%-516.7pp | 190.73%-264.8pp | 417.96%-492.0pp |
| Employer contribution / active EE | $2,080 | $3,233-35.7% | $2,559-18.7% | $4,740-56.1% |
| Participant deferral / active EE | $4,160 | $4,772-12.8% | $3,849+8.1% | $6,400-35.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |