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 | $20,043 | $138,044-85.5% | $125,339-84.0% | $134,475-85.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -22.60% | 750.33%-772.9pp | 572.05%-594.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $3,064 | $5,243-41.6% | $4,814-36.3% | $4,740-35.4% |
| Participant deferral / active EE | $6,291 | $7,799-19.3% | $7,446-15.5% | $6,400-1.7% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |