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 6-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 | $38,079 | $167,307-77.2% | $143,757-73.5% | $134,475-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.16% | 0.46%-32.6pp | -0.04%-32.1pp | 417.96%-450.1pp |
| Employer contribution / active EE | $3,249 | $5,619-42.2% | $4,951-34.4% | $4,740-31.5% |
| Participant deferral / active EE | $6,412 | $6,446-0.5% | $5,637+13.7% | $6,400+0.2% |
| Admin fee / account holder | $45 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |