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 | $32,477 | $138,065-76.5% | $123,544-73.7% | $135,375-76.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.62% | 153.68%-174.3pp | 119.20%-139.8pp | 519.73%-540.4pp |
| Employer contribution / active EE | $5,312 | $5,151+3.1% | $4,628+14.8% | $4,779+11.2% |
| Participant deferral / active EE | $14,896 | $6,799+119.1% | $6,426+131.8% | $5,609+165.6% |
| Admin fee / account holder | $139 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |