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 | $86,618 | $138,044-37.3% | $125,339-30.9% | $134,475-35.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.66% | 750.33%-774.0pp | 572.05%-595.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,015 | $5,243-61.6% | $4,814-58.1% | $4,740-57.5% |
| Participant deferral / active EE | $13,644 | $7,799+74.9% | $7,446+83.2% | $6,400+113.2% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |