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 8-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 | $74,115 | $138,044-46.3% | $125,339-40.9% | $134,475-44.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -25.94% | 750.33%-776.3pp | 572.05%-598.0pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,498 | $5,243-52.4% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $11,063 | $7,799+41.9% | $7,446+48.6% | $6,400+72.9% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |