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 6-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 | $23,549 | $92,703-74.6% | $82,719-71.5% | $134,475-82.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -44.31% | 944.92%-989.2pp | 701.18%-745.5pp | 417.96%-462.3pp |
| Employer contribution / active EE | $5,201 | $3,274+58.9% | $3,009+72.9% | $4,740+9.7% |
| Participant deferral / active EE | $13,875 | $4,802+188.9% | $4,395+215.7% | $6,400+116.8% |
| Admin fee / account holder | $193 | $5,983-96.8% | $5,329-96.4% | $11,426-98.3% |