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 | $14,042 | $84,402-83.4% | $61,373-77.1% | $134,475-89.6% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -28.23% | 584.55%-612.8pp | 338.61%-366.8pp | 417.96%-446.2pp |
| Employer contribution / active EE | $732 | $1,544-52.6% | $1,159-36.8% | $4,740-84.6% |
| Participant deferral / active EE | $8,359 | $2,819+196.5% | $2,125+293.4% | $6,400+30.6% |
| Admin fee / account holder | $131 | $2,585-94.9% | $2,130-93.8% | $11,426-98.9% |