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 | $21,838 | $106,543-79.5% | $91,220-76.1% | $134,475-83.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -37.22% | 160.60%-197.8pp | 114.01%-151.2pp | 417.96%-455.2pp |
| Employer contribution / active EE | $3,540 | $3,331+6.3% | $2,850+24.2% | $4,740-25.3% |
| Participant deferral / active EE | $7,080 | $4,719+50.0% | $4,234+67.2% | $6,400+10.6% |
| Admin fee / account holder | $32 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |