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 8-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 | $28,746 | $138,044-79.2% | $125,339-77.1% | $134,475-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.78% | 750.33%-776.1pp | 572.05%-597.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,581 | $5,243-69.9% | $4,814-67.2% | $4,740-66.7% |
| Participant deferral / active EE | $7,521 | $7,799-3.6% | $7,446+1.0% | $6,400+17.5% |
| Admin fee / account holder | $216 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |