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 6-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 | $52,186 | $142,344-63.3% | $119,609-56.4% | $134,475-61.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.95% | -12.44%-10.5pp | -14.97%-8.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $4,726 | $5,222-9.5% | $4,232+11.7% | $4,740-0.3% |
| Participant deferral / active EE | $17,991 | $6,469+178.1% | $5,602+221.2% | $6,400+181.1% |
| Admin fee / account holder | $291 | $13,584-97.9% | $10,323-97.2% | $11,426-97.5% |