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 6-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 | $101,128 | $167,484-39.6% | $151,611-33.3% | $134,475-24.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -41.44% | 7.80%-49.2pp | 3.33%-44.8pp | 417.96%-459.4pp |
| Employer contribution / active EE | $7,015 | $6,829+2.7% | $6,166+13.8% | $4,740+48.0% |
| Participant deferral / active EE | $13,743 | $8,986+52.9% | $8,363+64.3% | $6,400+114.7% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |