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 | $30,470 | $190,805-84.0% | $159,960-81.0% | $134,475-77.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.46% | 552.23%-574.7pp | 408.60%-431.1pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,080 | $4,995-78.4% | $4,226-74.4% | $4,740-77.2% |
| Participant deferral / active EE | $7,367 | $6,923+6.4% | $6,182+19.2% | $6,400+15.1% |
| Admin fee / account holder | $83 | $10,471-99.2% | $8,698-99.0% | $11,426-99.3% |