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 | $25,279 | $127,386-80.2% | $115,037-78.0% | $125,391-79.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.96% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,995 | $5,166-61.4% | $4,608-56.7% | $4,866-59.0% |
| Participant deferral / active EE | $1,995 | $6,423-68.9% | $6,026-66.9% | $5,352-62.7% |
| Admin fee / account holder | $75 | $9,516-99.2% | $8,175-99.1% | $9,540-99.2% |