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 4-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 | $31,315 | $142,344-78.0% | $119,609-73.8% | $134,475-76.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.31% | -12.44%-9.9pp | -14.97%-7.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,324 | $5,222-74.7% | $4,232-68.7% | $4,740-72.1% |
| Participant deferral / active EE | $10,250 | $6,469+58.4% | $5,602+83.0% | $6,400+60.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |