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 10-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 | $24,491 | $138,065-82.3% | $123,544-80.2% | $135,375-81.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.03% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $6,232 | $5,151+21.0% | $4,628+34.7% | $4,779+30.4% |
| Participant deferral / active EE | $6,149 | $6,799-9.6% | $6,426-4.3% | $5,609+9.6% |
| Admin fee / account holder | $59 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |