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 | $40,350 | $138,044-70.8% | $125,339-67.8% | $134,475-70.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.10% | 750.33%-785.4pp | 572.05%-607.2pp | 417.96%-453.1pp |
| Employer contribution / active EE | $20,148 | $5,243+284.3% | $4,814+318.6% | $4,740+325.1% |
| Participant deferral / active EE | $14,018 | $7,799+79.7% | $7,446+88.2% | $6,400+119.0% |
| Admin fee / account holder | $154 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |