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 7-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 | $24,542 | $106,543-77.0% | $91,220-73.1% | $134,475-81.7% |
| Participation rate | 81.8% | 76.8%+5.0pp | 73.2%+8.6pp | 81.2%+0.6pp |
| Annual return | -22.36% | 160.60%-183.0pp | 114.01%-136.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,056 | $3,331-38.3% | $2,850-27.9% | $4,740-56.6% |
| Participant deferral / active EE | $5,511 | $4,719+16.8% | $4,234+30.2% | $6,400-13.9% |
| Admin fee / account holder | $277 | $6,231-95.6% | $5,420-94.9% | $11,426-97.6% |