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 | $111,947 | $167,484-33.2% | $151,611-26.2% | $134,475-16.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -43.27% | 7.80%-51.1pp | 3.33%-46.6pp | 417.96%-461.2pp |
| Employer contribution / active EE | $21,462 | $6,829+214.3% | $6,166+248.1% | $4,740+352.8% |
| Participant deferral / active EE | $19,426 | $8,986+116.2% | $8,363+132.3% | $6,400+203.5% |
| Admin fee / account holder | $33 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |