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 5-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 | $38,464 | $138,044-72.1% | $125,339-69.3% | $134,475-71.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -22.07% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $8,682 | $5,243+65.6% | $4,814+80.4% | $4,740+83.2% |
| Participant deferral / active EE | $10,653 | $7,799+36.6% | $7,446+43.1% | $6,400+66.5% |
| Admin fee / account holder | $232 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |