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 | $28,232 | $167,307-83.1% | $143,757-80.4% | $134,475-79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.25% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,527 | $5,619-55.0% | $4,951-49.0% | $4,740-46.7% |
| Participant deferral / active EE | $5,389 | $6,446-16.4% | $5,637-4.4% | $6,400-15.8% |
| Admin fee / account holder | $39 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |