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 | $20,319 | $167,307-87.9% | $143,757-85.9% | $134,475-84.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.00% | 0.46%-33.5pp | -0.04%-33.0pp | 417.96%-451.0pp |
| Employer contribution / active EE | $1,698 | $5,619-69.8% | $4,951-65.7% | $4,740-64.2% |
| Participant deferral / active EE | $4,657 | $6,446-27.8% | $5,637-17.4% | $6,400-27.2% |
| Admin fee / account holder | $66 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |