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 4-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 | $46,943 | $123,909-62.1% | $69,647-32.6% | $145,922-67.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | -16.15% | 190.55%-206.7pp | 100.48%-116.6pp | 561.29%-577.4pp |
| Employer contribution / active EE | $1,290 | $2,682-51.9% | $1,712-24.7% | $4,660-72.3% |
| Participant deferral / active EE | $4,960 | $4,236+17.1% | $2,886+71.9% | $6,688-25.8% |
| Admin fee / account holder | $19 | $7,863-99.8% | $4,713-99.6% | $13,397-99.9% |