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 | $35,263 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -17.94% | 153.68%-171.6pp | 119.20%-137.1pp | 519.73%-537.7pp |
| Employer contribution / active EE | $2,685 | $5,151-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $7,640 | $6,799+12.4% | $6,426+18.9% | $5,609+36.2% |
| Admin fee / account holder | $181 | $10,916-98.3% | $9,284-98.1% | $10,827-98.3% |