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 | $24,087 | $138,044-82.6% | $125,339-80.8% | $134,475-82.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.65% | 750.33%-774.0pp | 572.05%-595.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,729 | $5,243-67.0% | $4,814-64.1% | $4,740-63.5% |
| Participant deferral / active EE | $4,880 | $7,799-37.4% | $7,446-34.5% | $6,400-23.7% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |