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 | $20,537 | $138,044-85.1% | $125,339-83.6% | $134,475-84.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.88% | 750.33%-784.2pp | 572.05%-605.9pp | 417.96%-451.8pp |
| Employer contribution / active EE | $6,516 | $5,243+24.3% | $4,814+35.4% | $4,740+37.5% |
| Participant deferral / active EE | $12,892 | $7,799+65.3% | $7,446+73.1% | $6,400+101.5% |
| Admin fee / account holder | $88 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |