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 | $14,874 | $84,402-82.4% | $61,373-75.8% | $134,475-88.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -24.33% | 584.55%-608.9pp | 338.61%-362.9pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,810 | $1,544+17.2% | $1,159+56.1% | $4,740-61.8% |
| Participant deferral / active EE | $5,105 | $2,819+81.1% | $2,125+140.2% | $6,400-20.2% |
| Admin fee / account holder | $67 | $2,585-97.4% | $2,130-96.9% | $11,426-99.4% |