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 8-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 | $38,335 | $177,572-78.4% | $154,803-75.2% | $142,382-73.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -6.43% | 65.07%-71.5pp | 58.88%-65.3pp | 217.08%-223.5pp |
| Employer contribution / active EE | $3,469 | $4,810-27.9% | $4,305-19.4% | $4,299-19.3% |
| Participant deferral / active EE | $10,333 | $6,272+64.8% | $5,540+86.5% | $6,507+58.8% |
| Admin fee / account holder | $239 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |