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 9-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 | $21,853 | $138,065-84.2% | $123,544-82.3% | $135,375-83.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -14.86% | 153.68%-168.5pp | 119.20%-134.1pp | 519.73%-534.6pp |
| Employer contribution / active EE | $1,284 | $5,151-75.1% | $4,628-72.3% | $4,779-73.1% |
| Participant deferral / active EE | $7,233 | $6,799+6.4% | $6,426+12.6% | $5,609+29.0% |
| Admin fee / account holder | $124 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |