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 5-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 | $17,155 | $138,044-87.6% | $125,339-86.3% | $134,475-87.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.20% | 750.33%-777.5pp | 572.05%-599.2pp | 417.96%-445.2pp |
| Employer contribution / active EE | $3,870 | $5,243-26.2% | $4,814-19.6% | $4,740-18.4% |
| Participant deferral / active EE | $8,576 | $7,799+10.0% | $7,446+15.2% | $6,400+34.0% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |