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 4-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 | $20,960 | $163,101-87.1% | $136,749-84.7% | $142,382-85.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -8.01% | 27.54%-35.6pp | 24.33%-32.3pp | 217.08%-225.1pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,670 | $5,585+1.5% | $4,692+20.8% | $6,507-12.9% |
| Admin fee / account holder | $120 | $14,318-99.2% | $11,386-98.9% | $12,624-99.0% |