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 4-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 | $24,247 | $147,727-83.6% | $115,756-79.1% | $134,475-82.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -23.56% | 73.96%-97.5pp | 143.14%-166.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,736 | $4,713-42.0% | $3,793-27.9% | $4,740-42.3% |
| Participant deferral / active EE | $10,938 | $7,563+44.6% | $6,254+74.9% | $6,400+70.9% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |