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 | $34,349 | $93,024-63.1% | $77,024-55.4% | $134,475-74.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -24.97% | 62.60%-87.6pp | 42.32%-67.3pp | 417.96%-442.9pp |
| Employer contribution / active EE | $10,921 | $3,418+219.5% | $2,812+288.3% | $4,740+130.4% |
| Participant deferral / active EE | $4,647 | $5,238-11.3% | $4,426+5.0% | $6,400-27.4% |
| Admin fee / account holder | $200 | $6,944-97.1% | $5,425-96.3% | $11,426-98.3% |