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 9-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 | $28,826 | $180,449-84.0% | $154,107-81.3% | $135,375-78.7% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -11.14% | 888.09%-899.2pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,317 | $6,035-45.0% | $5,298-37.4% | $4,779-30.6% |
| Participant deferral / active EE | $7,850 | $5,806+35.2% | $5,081+54.5% | $5,609+40.0% |
| Admin fee / account holder | $175 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |