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 | $28,420 | $90,600-68.6% | $79,464-64.2% | $135,375-79.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.77% | 977.43%-988.2pp | 718.14%-728.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $10,368 | $3,068+237.9% | $2,800+270.2% | $4,779+117.0% |
| Participant deferral / active EE | $2,513 | $4,050-38.0% | $3,704-32.2% | $5,609-55.2% |
| Admin fee / account holder | $298 | $5,907-94.9% | $5,113-94.2% | $10,827-97.2% |