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 7-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 | $18,834 | $138,044-86.4% | $125,339-85.0% | $134,475-86.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.90% | 750.33%-772.2pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,766 | $5,243-66.3% | $4,814-63.3% | $4,740-62.7% |
| Participant deferral / active EE | $6,424 | $7,799-17.6% | $7,446-13.7% | $6,400+0.4% |
| Admin fee / account holder | $108 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |