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 | $42,700 | $96,965-56.0% | $97,995-56.4% | $147,584-71.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | -1.05% | 24.11%-25.2pp | 23.94%-25.0pp | 578.55%-579.6pp |
| Employer contribution / active EE | $1,221 | $4,536-73.1% | $4,158-70.6% | $4,876-75.0% |
| Participant deferral / active EE | $8,580 | $5,081+68.9% | $5,097+68.4% | $5,439+57.8% |
| Admin fee / account holder | $47 | $8,120-99.4% | $5,943-99.2% | $10,885-99.6% |