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 | $19,631 | $138,044-85.8% | $125,339-84.3% | $134,475-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.92% | 750.33%-775.2pp | 572.05%-597.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $3,653 | $5,243-30.3% | $4,814-24.1% | $4,740-22.9% |
| Participant deferral / active EE | $6,006 | $7,799-23.0% | $7,446-19.3% | $6,400-6.2% |
| Admin fee / account holder | $257 | $11,571-97.8% | $10,010-97.4% | $11,426-97.7% |