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 9-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 | $24,765 | $138,065-82.1% | $123,544-80.0% | $135,375-81.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.26% | 153.68%-163.9pp | 119.20%-129.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,112 | $5,151-59.0% | $4,628-54.4% | $4,779-55.8% |
| Participant deferral / active EE | $7,289 | $6,799+7.2% | $6,426+13.4% | $5,609+30.0% |
| Admin fee / account holder | $45 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |