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 | $55,422 | $142,344-61.1% | $119,609-53.7% | $134,475-58.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.50% | -12.44%-13.1pp | -14.97%-10.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,487 | $5,222-52.4% | $4,232-41.2% | $4,740-47.5% |
| Participant deferral / active EE | $10,965 | $6,469+69.5% | $5,602+95.7% | $6,400+71.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |