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 8-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 | $36,513 | $160,055-77.2% | $140,016-73.9% | $135,375-73.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.69% | 911.38%-926.1pp | 651.12%-665.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $2,258 | $6,420-64.8% | $5,606-59.7% | $4,779-52.7% |
| Participant deferral / active EE | $8,718 | $7,642+14.1% | $6,927+25.8% | $5,609+55.4% |
| Admin fee / account holder | $48 | $13,328-99.6% | $10,705-99.6% | $10,827-99.6% |