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 | $23,916 | $190,805-87.5% | $159,960-85.0% | $134,475-82.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.98% | 552.23%-578.2pp | 408.60%-434.6pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,712 | $4,995-45.7% | $4,226-35.8% | $4,740-42.8% |
| Participant deferral / active EE | $4,753 | $6,923-31.3% | $6,182-23.1% | $6,400-25.7% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |