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 6-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 | $26,052 | $100,754-74.1% | $86,677-69.9% | $134,475-80.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.77% | 29.04%-50.8pp | 35.91%-57.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $4,726 | $3,489+35.5% | $2,836+66.6% | $4,740-0.3% |
| Participant deferral / active EE | $10,905 | $5,338+104.3% | $4,656+134.2% | $6,400+70.4% |
| Admin fee / account holder | $29 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |