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 5-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 | $21,557 | $167,307-87.1% | $143,757-85.0% | $134,475-84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.44% | 0.46%-33.9pp | -0.04%-33.4pp | 417.96%-451.4pp |
| Employer contribution / active EE | $8,811 | $5,619+56.8% | $4,951+78.0% | $4,740+85.9% |
| Participant deferral / active EE | $9,767 | $6,446+51.5% | $5,637+73.3% | $6,400+52.6% |
| Admin fee / account holder | $145 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |