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 4-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 | $28,495 | $183,519-84.5% | $155,509-81.7% | $145,922-80.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -35.65% | 61.17%-96.8pp | 64.67%-100.3pp | 561.29%-596.9pp |
| Employer contribution / active EE | $7,622 | $5,313+43.5% | $4,672+63.1% | $4,660+63.6% |
| Participant deferral / active EE | $4,608 | $6,462-28.7% | $5,626-18.1% | $6,688-31.1% |
| Admin fee / account holder | $171 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |