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 | $27,417 | $99,640-72.5% | $86,436-68.3% | $134,475-79.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -63.78% | 6782.58%-6846.4pp | 4394.89%-4458.7pp | 417.96%-481.7pp |
| Employer contribution / active EE | $4,258 | $4,400-3.2% | $3,769+13.0% | $4,740-10.2% |
| Participant deferral / active EE | $18,619 | $7,246+156.9% | $6,952+167.8% | $6,400+190.9% |
| Admin fee / account holder | $31 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |