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 | $19,802 | $138,044-85.7% | $125,339-84.2% | $134,475-85.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.32% | 750.33%-771.6pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $4,800 | $5,243-8.5% | $4,814-0.3% | $4,740+1.3% |
| Participant deferral / active EE | $11,732 | $7,799+50.4% | $7,446+57.5% | $6,400+83.3% |
| Admin fee / account holder | $171 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |