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 | $38,140 | $138,044-72.4% | $125,339-69.6% | $134,475-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.90% | 750.33%-774.2pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $8,925 | $5,243+70.2% | $4,814+85.4% | $4,740+88.3% |
| Participant deferral / active EE | $10,693 | $7,799+37.1% | $7,446+43.6% | $6,400+67.1% |
| Admin fee / account holder | $135 | $11,571-98.8% | $10,010-98.7% | $11,426-98.8% |