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 | $24,802 | $167,484-85.2% | $151,611-83.6% | $134,475-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -86.59% | 7.80%-94.4pp | 3.33%-89.9pp | 417.96%-504.6pp |
| Employer contribution / active EE | $21,364 | $6,829+212.8% | $6,166+246.5% | $4,740+350.8% |
| Participant deferral / active EE | $4,855 | $8,986-46.0% | $8,363-41.9% | $6,400-24.1% |
| Admin fee / account holder | $185 | $13,783-98.7% | $11,616-98.4% | $11,426-98.4% |