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 3-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 | $27,956 | $138,044-79.7% | $125,339-77.7% | $134,475-79.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.23% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,052 | $5,243-60.9% | $4,814-57.4% | $4,740-56.7% |
| Participant deferral / active EE | $11,545 | $7,799+48.0% | $7,446+55.0% | $6,400+80.4% |
| Admin fee / account holder | $31 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |