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 | $37,109 | $160,055-76.8% | $140,016-73.5% | $135,375-72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.21% | 911.38%-921.6pp | 651.12%-661.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $13,497 | $6,420+110.2% | $5,606+140.8% | $4,779+182.4% |
| Participant deferral / active EE | $6,167 | $7,642-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $175 | $13,328-98.7% | $10,705-98.4% | $10,827-98.4% |