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 | $26,013 | $95,193-72.7% | $76,523-66.0% | $135,375-80.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -36.54% | 4.85%-41.4pp | -0.27%-36.3pp | 519.73%-556.3pp |
| Employer contribution / active EE | $1,632 | $3,302-50.6% | $2,647-38.4% | $4,779-65.9% |
| Participant deferral / active EE | $2,032 | $4,639-56.2% | $3,835-47.0% | $5,609-63.8% |
| Admin fee / account holder | $153 | $6,249-97.5% | $4,848-96.8% | $10,827-98.6% |