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 | $38,923 | $138,044-71.8% | $125,339-68.9% | $134,475-71.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -29.41% | 750.33%-779.7pp | 572.05%-601.5pp | 417.96%-447.4pp |
| Employer contribution / active EE | $6,743 | $5,243+28.6% | $4,814+40.1% | $4,740+42.3% |
| Participant deferral / active EE | $12,521 | $7,799+60.5% | $7,446+68.1% | $6,400+95.6% |
| Admin fee / account holder | $173 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |