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 7-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 | $13,950 | $92,703-85.0% | $82,719-83.1% | $134,475-89.6% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.1pp | 81.2%+1.4pp |
| Annual return | -22.37% | 944.92%-967.3pp | 701.18%-723.6pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,614 | $3,274-50.7% | $3,009-46.3% | $4,740-65.9% |
| Participant deferral / active EE | $3,184 | $4,802-33.7% | $4,395-27.6% | $6,400-50.3% |
| Admin fee / account holder | $252 | $5,983-95.8% | $5,329-95.3% | $11,426-97.8% |