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 9-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 | $36,535 | $92,703-60.6% | $82,719-55.8% | $134,475-72.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -24.18% | 944.92%-969.1pp | 701.18%-725.4pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,291 | $3,274-60.6% | $3,009-57.1% | $4,740-72.8% |
| Participant deferral / active EE | $1,137 | $4,802-76.3% | $4,395-74.1% | $6,400-82.2% |
| Admin fee / account holder | $66 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |