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 | $16,155 | $138,044-88.3% | $125,339-87.1% | $134,475-88.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -27.18% | 750.33%-777.5pp | 572.05%-599.2pp | 417.96%-445.1pp |
| Employer contribution / active EE | $2,148 | $5,243-59.0% | $4,814-55.4% | $4,740-54.7% |
| Participant deferral / active EE | $7,117 | $7,799-8.7% | $7,446-4.4% | $6,400+11.2% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |