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 | $22,701 | $88,594-74.4% | $70,092-67.6% | $134,475-83.1% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -21.02% | 442.67%-463.7pp | 190.73%-211.8pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,433 | $3,233-55.7% | $2,559-44.0% | $4,740-69.8% |
| Participant deferral / active EE | $1,339 | $4,772-71.9% | $3,849-65.2% | $6,400-79.1% |
| Admin fee / account holder | $284 | $10,441-97.3% | $6,267-95.5% | $11,426-97.5% |