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 | $18,888 | $138,044-86.3% | $125,339-84.9% | $134,475-86.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -22.12% | 750.33%-772.4pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,321 | $5,243-55.7% | $4,814-51.8% | $4,740-51.0% |
| Participant deferral / active EE | $9,344 | $7,799+19.8% | $7,446+25.5% | $6,400+46.0% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |