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 7-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 | $13,570 | $133,958-89.9% | $112,228-87.9% | $134,475-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.64% | 47.11%-70.8pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,433 | $4,038-64.5% | $3,635-60.6% | $4,740-69.8% |
| Participant deferral / active EE | $3,963 | $5,291-25.1% | $4,728-16.2% | $6,400-38.1% |
| Admin fee / account holder | $148 | $7,489-98.0% | $6,410-97.7% | $11,426-98.7% |