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 3-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 | $38,677 | $138,044-72.0% | $125,339-69.1% | $134,475-71.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.15% | 750.33%-774.5pp | 572.05%-596.2pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,347 | $5,243-55.2% | $4,814-51.2% | $4,740-50.5% |
| Participant deferral / active EE | $20,657 | $7,799+164.9% | $7,446+177.4% | $6,400+222.8% |
| Admin fee / account holder | $67 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |