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 7-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 | $19,188 | $88,594-78.3% | $70,092-72.6% | $134,475-85.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.61% | 442.67%-465.3pp | 190.73%-213.3pp | 417.96%-440.6pp |
| Employer contribution / active EE | $3,003 | $3,233-7.1% | $2,559+17.3% | $4,740-36.6% |
| Participant deferral / active EE | $5,557 | $4,772+16.5% | $3,849+44.4% | $6,400-13.2% |
| Admin fee / account holder | $296 | $10,441-97.2% | $6,267-95.3% | $11,426-97.4% |