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 5-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 | $24,656 | $92,703-73.4% | $82,719-70.2% | $134,475-81.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.22% | 944.92%-967.1pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,139 | $3,274-4.1% | $3,009+4.3% | $4,740-33.8% |
| Participant deferral / active EE | $11,333 | $4,802+136.0% | $4,395+157.9% | $6,400+77.1% |
| Admin fee / account holder | $56 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |