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 4-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 | $28,069 | $138,044-79.7% | $125,339-77.6% | $134,475-79.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -28.67% | 750.33%-779.0pp | 572.05%-600.7pp | 417.96%-446.6pp |
| Employer contribution / active EE | $4,783 | $5,243-8.8% | $4,814-0.6% | $4,740+0.9% |
| Participant deferral / active EE | $10,391 | $7,799+33.2% | $7,446+39.5% | $6,400+62.4% |
| Admin fee / account holder | $286 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |