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 6-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 | $63,885 | $92,703-31.1% | $82,719-22.8% | $134,475-52.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -27.25% | 944.92%-972.2pp | 701.18%-728.4pp | 417.96%-445.2pp |
| Employer contribution / active EE | $1,027 | $3,274-68.6% | $3,009-65.9% | $4,740-78.3% |
| Participant deferral / active EE | $5,880 | $4,802+22.4% | $4,395+33.8% | $6,400-8.1% |
| Admin fee / account holder | $18 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |