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 5-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 | $25,210 | $106,543-76.3% | $91,220-72.4% | $134,475-81.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.78% | 160.60%-183.4pp | 114.01%-136.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,332 | $3,331-60.0% | $2,850-53.3% | $4,740-71.9% |
| Participant deferral / active EE | $14,200 | $4,719+200.9% | $4,234+235.4% | $6,400+121.9% |
| Admin fee / account holder | $286 | $6,231-95.4% | $5,420-94.7% | $11,426-97.5% |