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 6-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 | $46,828 | $138,044-66.1% | $125,339-62.6% | $134,475-65.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -24.22% | 750.33%-774.6pp | 572.05%-596.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,660 | $5,243-49.3% | $4,814-44.7% | $4,740-43.9% |
| Participant deferral / active EE | $13,150 | $7,799+68.6% | $7,446+76.6% | $6,400+105.5% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |