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 10-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 | $19,788 | $82,630-76.1% | $64,105-69.1% | $125,391-84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.64% | 1489.72%-1498.4pp | 791.24%-799.9pp | 282.22%-290.9pp |
| Employer contribution / active EE | $7,161 | $2,671+168.1% | $1,820+293.5% | $4,866+47.2% |
| Participant deferral / active EE | $3,946 | $3,608+9.4% | $2,822+39.9% | $5,352-26.3% |
| Admin fee / account holder | $202 | $6,382-96.8% | $4,499-95.5% | $9,540-97.9% |