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 6-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 | $23,505 | $138,044-83.0% | $125,339-81.2% | $134,475-82.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.35% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,496 | $5,243-52.4% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $8,826 | $7,799+13.2% | $7,446+18.5% | $6,400+37.9% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |