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 9-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 | $15,012 | $97,757-84.6% | $83,848-82.1% | $135,375-88.9% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -15.45% | 1287.37%-1302.8pp | 850.88%-866.3pp | 519.73%-535.2pp |
| Employer contribution / active EE | $2,258 | $4,222-46.5% | $3,631-37.8% | $4,779-52.8% |
| Participant deferral / active EE | $5,817 | $4,682+24.2% | $4,082+42.5% | $5,609+3.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |