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 | $52,785 | $167,307-68.5% | $143,757-63.3% | $134,475-60.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.30% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,449 | $5,619-56.4% | $4,951-50.5% | $4,740-48.3% |
| Participant deferral / active EE | $7,250 | $6,446+12.5% | $5,637+28.6% | $6,400+13.3% |
| Admin fee / account holder | $241 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |