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 | $32,068 | $138,044-76.8% | $125,339-74.4% | $134,475-76.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.30% | 750.33%-775.6pp | 572.05%-597.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $5,540 | $5,243+5.6% | $4,814+15.1% | $4,740+16.9% |
| Participant deferral / active EE | $7,348 | $7,799-5.8% | $7,446-1.3% | $6,400+14.8% |
| Admin fee / account holder | $227 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |