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 | $21,908 | $129,942-83.1% | $104,294-79.0% | $134,475-83.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.53% | 42.03%-62.6pp | 24.61%-45.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,871 | $4,184-31.4% | $3,372-14.8% | $4,740-39.4% |
| Participant deferral / active EE | $2,871 | $5,588-48.6% | $4,625-37.9% | $6,400-55.1% |
| Admin fee / account holder | $100 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |