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 | $30,680 | $176,056-82.6% | $159,436-80.8% | $167,490-81.7% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | -0.73% | 331.75%-332.5pp | 263.57%-264.3pp | 478.56%-479.3pp |
| Employer contribution / active EE | $7,465 | $5,297+40.9% | $4,829+54.6% | $4,837+54.3% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $241 | $12,554-98.1% | $10,799-97.8% | $12,309-98.0% |