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 | $19,666 | $92,703-78.8% | $82,719-76.2% | $134,475-85.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.84% | 944.92%-966.8pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,875 | $3,274-12.2% | $3,009-4.4% | $4,740-39.3% |
| Participant deferral / active EE | $7,780 | $4,802+62.0% | $4,395+77.0% | $6,400+21.6% |
| Admin fee / account holder | $199 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |