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 | $21,772 | $138,044-84.2% | $125,339-82.6% | $134,475-83.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -95.60% | 750.33%-845.9pp | 572.05%-667.7pp | 417.96%-513.6pp |
| Employer contribution / active EE | $9,558 | $5,243+82.3% | $4,814+98.6% | $4,740+101.7% |
| Participant deferral / active EE | $12,350 | $7,799+58.4% | $7,446+65.9% | $6,400+93.0% |
| Admin fee / account holder | $212 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |