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 | $18,772 | $82,630-77.3% | $64,105-70.7% | $125,391-85.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.22% | 1489.72%-1494.9pp | 791.24%-796.5pp | 282.22%-287.4pp |
| Employer contribution / active EE | $3,626 | $2,671+35.8% | $1,820+99.3% | $4,866-25.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $34 | $6,382-99.5% | $4,499-99.2% | $9,540-99.6% |