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 9-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 | $34,549 | $82,664-58.2% | $125,339-72.4% | $68,494-49.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $7,090 | $3,381+109.7% | $4,814+47.3% | $2,596+173.1% |
| Participant deferral / active EE | $5,385 | $6,110-11.9% | $7,446-27.7% | $4,027+33.7% |
| Admin fee / account holder | $252 | $6,275-96.0% | $10,010-97.5% | $5,403-95.3% |