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 | $28,608 | $180,449-84.1% | $154,107-81.4% | $135,375-78.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -10.32% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,659 | $6,035-55.9% | $5,298-49.8% | $4,779-44.4% |
| Participant deferral / active EE | $4,415 | $5,806-24.0% | $5,081-13.1% | $5,609-21.3% |
| Admin fee / account holder | $193 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |