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 | $22,448 | $190,805-88.2% | $159,960-86.0% | $134,475-83.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.33% | 552.23%-577.6pp | 408.60%-433.9pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,061 | $4,995-18.7% | $4,226-3.9% | $4,740-14.3% |
| Participant deferral / active EE | $11,460 | $6,923+65.5% | $6,182+85.4% | $6,400+79.1% |
| Admin fee / account holder | $24 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |