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 4-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 | $18,536 | $138,044-86.6% | $125,339-85.2% | $134,475-86.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -48.32% | 750.33%-798.6pp | 572.05%-620.4pp | 417.96%-466.3pp |
| Employer contribution / active EE | $3,768 | $5,243-28.1% | $4,814-21.7% | $4,740-20.5% |
| Participant deferral / active EE | $13,188 | $7,799+69.1% | $7,446+77.1% | $6,400+106.1% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |