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 5-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 | $20,083 | $167,307-88.0% | $143,757-86.0% | $134,475-85.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.44% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $11,580 | $5,619+106.1% | $4,951+133.9% | $4,740+144.3% |
| Participant deferral / active EE | $8,165 | $6,446+26.7% | $5,637+44.8% | $6,400+27.6% |
| Admin fee / account holder | $197 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |