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 | $14,392 | $84,402-82.9% | $61,373-76.5% | $134,475-89.3% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.4pp |
| Annual return | -29.23% | 584.55%-613.8pp | 338.61%-367.8pp | 417.96%-447.2pp |
| Employer contribution / active EE | $1,916 | $1,544+24.1% | $1,159+65.3% | $4,740-59.6% |
| Participant deferral / active EE | $6,750 | $2,819+139.5% | $2,125+217.7% | $6,400+5.5% |
| Admin fee / account holder | $30 | $2,585-98.8% | $2,130-98.6% | $11,426-99.7% |