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 | $51,958 | $165,335-68.6% | $149,696-65.3% | $158,922-67.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.29% | 348.15%-352.4pp | 276.60%-280.9pp | 302.83%-307.1pp |
| Employer contribution / active EE | $2,336 | $5,103-54.2% | $4,644-49.7% | $4,761-50.9% |
| Participant deferral / active EE | $15,364 | $7,181+113.9% | $6,842+124.6% | $5,982+156.8% |
| Admin fee / account holder | $295 | $10,807-97.3% | $9,309-96.8% | $11,246-97.4% |