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 | $29,071 | $190,805-84.8% | $159,960-81.8% | $134,475-78.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -40.00% | 552.23%-592.2pp | 408.60%-448.6pp | 417.96%-458.0pp |
| Employer contribution / active EE | $12,500 | $4,995+150.2% | $4,226+195.8% | $4,740+163.7% |
| Participant deferral / active EE | $9,900 | $6,923+43.0% | $6,182+60.1% | $6,400+54.7% |
| Admin fee / account holder | $60 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |