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 | $39,964 | $167,307-76.1% | $143,757-72.2% | $134,475-70.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.65% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $7,979 | $5,619+42.0% | $4,951+61.2% | $4,740+68.3% |
| Participant deferral / active EE | $4,758 | $6,446-26.2% | $5,637-15.6% | $6,400-25.7% |
| Admin fee / account holder | $163 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |