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 | $41,338 | $167,307-75.3% | $143,757-71.2% | $134,475-69.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.60% | 0.46%-27.1pp | -0.04%-26.6pp | 417.96%-444.6pp |
| Employer contribution / active EE | $10,352 | $5,619+84.2% | $4,951+109.1% | $4,740+118.4% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,637+139.5% | $6,400+110.9% |
| Admin fee / account holder | $14 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |