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 10-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 | $125,590 | $167,307-24.9% | $143,757-12.6% | $134,475-6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.06% | 0.46%-25.5pp | -0.04%-25.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $12,861 | $5,619+128.9% | $4,951+159.8% | $4,740+171.3% |
| Participant deferral / active EE | $5,318 | $6,446-17.5% | $5,637-5.7% | $6,400-16.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |