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 | $11,898 | $92,703-87.2% | $82,719-85.6% | $134,475-91.2% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.7pp | 81.2%+3.0pp |
| Annual return | -23.35% | 944.92%-968.3pp | 701.18%-724.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,141 | $3,274-34.6% | $3,009-28.8% | $4,740-54.8% |
| Participant deferral / active EE | $3,648 | $4,802-24.0% | $4,395-17.0% | $6,400-43.0% |
| Admin fee / account holder | $178 | $5,983-97.0% | $5,329-96.7% | $11,426-98.4% |