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 7-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 | $61,802 | $138,044-55.2% | $125,339-50.7% | $134,475-54.0% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -21.21% | 750.33%-771.5pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,772 | $5,243-28.1% | $4,814-21.6% | $4,740-20.4% |
| Participant deferral / active EE | $6,631 | $7,799-15.0% | $7,446-11.0% | $6,400+3.6% |
| Admin fee / account holder | $142 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |