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 | $13,885 | $90,600-84.7% | $79,464-82.5% | $135,375-89.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -11.42% | 977.43%-988.9pp | 718.14%-729.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,683 | $3,068-45.1% | $2,800-39.9% | $4,779-64.8% |
| Participant deferral / active EE | $5,518 | $4,050+36.2% | $3,704+49.0% | $5,609-1.6% |
| Admin fee / account holder | $185 | $5,907-96.9% | $5,113-96.4% | $10,827-98.3% |