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 7-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 | $18,642 | $133,958-86.1% | $112,228-83.4% | $134,475-86.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.38% | 47.11%-73.5pp | 27.45%-53.8pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,991 | $4,038-50.7% | $3,635-45.2% | $4,740-58.0% |
| Participant deferral / active EE | $3,540 | $5,291-33.1% | $4,728-25.1% | $6,400-44.7% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |