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 10-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 | $22,921 | $138,044-83.4% | $125,339-81.7% | $134,475-83.0% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -24.86% | 750.33%-775.2pp | 572.05%-596.9pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,681 | $5,243-48.9% | $4,814-44.3% | $4,740-43.4% |
| Participant deferral / active EE | $4,351 | $7,799-44.2% | $7,446-41.6% | $6,400-32.0% |
| Admin fee / account holder | $86 | $11,571-99.3% | $10,010-99.1% | $11,426-99.2% |