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 | $39,864 | $138,044-71.1% | $125,339-68.2% | $134,475-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.00% | 750.33%-777.3pp | 572.05%-599.0pp | 417.96%-445.0pp |
| Employer contribution / active EE | $23,928 | $5,243+356.4% | $4,814+397.1% | $4,740+404.8% |
| Participant deferral / active EE | $11,549 | $7,799+48.1% | $7,446+55.1% | $6,400+80.5% |
| Admin fee / account holder | $142 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |