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 8-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 | $21,509 | $190,805-88.7% | $159,960-86.6% | $134,475-84.0% |
| Participation rate | 72.7% | 81.9%-9.2pp | 78.0%-5.2pp | 81.2%-8.5pp |
| Annual return | -21.63% | 552.23%-573.9pp | 408.60%-430.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $7,809 | $4,995+56.3% | $4,226+84.8% | $4,740+64.8% |
| Participant deferral / active EE | $4,010 | $6,923-42.1% | $6,182-35.1% | $6,400-37.3% |
| Admin fee / account holder | $56 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |