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 7-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 | $36,430 | $190,805-80.9% | $159,960-77.2% | $134,475-72.9% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -32.45% | 552.23%-584.7pp | 408.60%-441.1pp | 417.96%-450.4pp |
| Employer contribution / active EE | $2,020 | $4,995-59.6% | $4,226-52.2% | $4,740-57.4% |
| Participant deferral / active EE | $7,890 | $6,923+14.0% | $6,182+27.6% | $6,400+23.3% |
| Admin fee / account holder | $287 | $10,471-97.3% | $8,698-96.7% | $11,426-97.5% |