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 | $13,129 | $152,509-91.4% | $117,472-88.8% | $134,475-90.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.94% | 52.99%-76.9pp | 29.74%-53.7pp | 417.96%-441.9pp |
| Employer contribution / active EE | $5,034 | $5,571-9.6% | $4,176+20.6% | $4,740+6.2% |
| Participant deferral / active EE | $6,566 | $4,818+36.3% | $4,070+61.3% | $6,400+2.6% |
| Admin fee / account holder | $32 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |