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 9-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 | $70,675 | $111,754-36.8% | $103,333-31.6% | $145,922-51.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -3.94% | 24.77%-28.7pp | 24.88%-28.8pp | 561.29%-565.2pp |
| Employer contribution / active EE | $2,315 | $4,212-45.0% | $3,868-40.1% | $4,660-50.3% |
| Participant deferral / active EE | $5,000 | $5,619-11.0% | $5,057-1.1% | $6,688-25.2% |
| Admin fee / account holder | $108 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |