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 9-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 | $56,536 | $211,958-73.3% | $169,463-66.6% | $135,375-58.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.67% | 3.26%-15.9pp | 1.83%-14.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,705 | $5,120-66.7% | $4,159-59.0% | $4,779-64.3% |
| Participant deferral / active EE | $18,377 | $6,075+202.5% | $5,277+248.3% | $5,609+227.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |