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 8-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 | $25,294 | $106,543-76.3% | $91,220-72.3% | $134,475-81.2% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -22.95% | 160.60%-183.5pp | 114.01%-137.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,121 | $3,331-36.3% | $2,850-25.6% | $4,740-55.3% |
| Participant deferral / active EE | $4,916 | $4,719+4.2% | $4,234+16.1% | $6,400-23.2% |
| Admin fee / account holder | $27 | $6,231-99.6% | $5,420-99.5% | $11,426-99.8% |