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 8-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 | $82,372 | $95,193-13.5% | $76,523+7.6% | $135,375-39.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.64% | 4.85%-15.5pp | -0.27%-10.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,905 | $3,302+18.2% | $2,647+47.5% | $4,779-18.3% |
| Participant deferral / active EE | $13,888 | $4,639+199.3% | $3,835+262.1% | $5,609+147.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |