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 | $46,834 | $105,860-55.8% | $90,749-48.4% | $134,475-65.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.93% | -11.01%-11.9pp | -12.16%-10.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,381 | $3,462-31.2% | $2,921-18.5% | $4,740-49.8% |
| Participant deferral / active EE | $7,913 | $5,216+51.7% | $4,564+73.4% | $6,400+23.6% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |