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 | $26,568 | $138,044-80.8% | $125,339-78.8% | $134,475-80.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.52% | 750.33%-771.8pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $3,622 | $5,243-30.9% | $4,814-24.8% | $4,740-23.6% |
| Participant deferral / active EE | $13,113 | $7,799+68.1% | $7,446+76.1% | $6,400+104.9% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |