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 9-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 | $74,847 | $167,307-55.3% | $143,757-47.9% | $134,475-44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.82% | 0.46%-28.3pp | -0.04%-27.8pp | 417.96%-445.8pp |
| Employer contribution / active EE | $12,570 | $5,619+123.7% | $4,951+153.9% | $4,740+165.2% |
| Participant deferral / active EE | $4,133 | $6,446-35.9% | $5,637-26.7% | $6,400-35.4% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |