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 | $28,206 | $138,044-79.6% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -25.44% | 750.33%-775.8pp | 572.05%-597.5pp | 417.96%-443.4pp |
| Employer contribution / active EE | $3,579 | $5,243-31.8% | $4,814-25.7% | $4,740-24.5% |
| Participant deferral / active EE | $10,915 | $7,799+40.0% | $7,446+46.6% | $6,400+70.6% |
| Admin fee / account holder | $23 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |