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 | $25,840 | $135,635-80.9% | $110,238-76.6% | $135,375-80.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -13.59% | 513.19%-526.8pp | 314.74%-328.3pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,579 | $4,906-47.4% | $3,826-32.6% | $4,779-46.0% |
| Participant deferral / active EE | $7,278 | $5,506+32.2% | $4,672+55.8% | $5,609+29.8% |
| Admin fee / account holder | $74 | $11,457-99.4% | $8,547-99.1% | $10,827-99.3% |