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 | $45,409 | $167,307-72.9% | $143,757-68.4% | $134,475-66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.62% | 0.46%-24.1pp | -0.04%-23.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,561 | $5,619-72.2% | $4,951-68.5% | $4,740-67.1% |
| Participant deferral / active EE | $6,053 | $6,446-6.1% | $5,637+7.4% | $6,400-5.4% |
| Admin fee / account holder | $141 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |