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 10-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 | $84,485 | $167,307-49.5% | $143,757-41.2% | $134,475-37.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.13% | 0.46%-26.6pp | -0.04%-26.1pp | 417.96%-444.1pp |
| Employer contribution / active EE | $12,313 | $5,619+119.1% | $4,951+148.7% | $4,740+159.8% |
| Participant deferral / active EE | $6,080 | $6,446-5.7% | $5,637+7.9% | $6,400-5.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |