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 | $32,186 | $138,044-76.7% | $125,339-74.3% | $134,475-76.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -29.31% | 750.33%-779.6pp | 572.05%-601.4pp | 417.96%-447.3pp |
| Employer contribution / active EE | $2,834 | $5,243-46.0% | $4,814-41.1% | $4,740-40.2% |
| Participant deferral / active EE | $4,594 | $7,799-41.1% | $7,446-38.3% | $6,400-28.2% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |