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 | $36,532 | $133,958-72.7% | $112,228-67.4% | $134,475-72.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.64% | 47.11%-74.8pp | 27.45%-55.1pp | 417.96%-445.6pp |
| Employer contribution / active EE | $1,741 | $4,038-56.9% | $3,635-52.1% | $4,740-63.3% |
| Participant deferral / active EE | $9,210 | $5,291+74.1% | $4,728+94.8% | $6,400+43.9% |
| Admin fee / account holder | $136 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |