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 | $23,339 | $211,958-89.0% | $169,463-86.2% | $135,375-82.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.71% | 3.26%-13.0pp | 1.83%-11.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $964 | $5,120-81.2% | $4,159-76.8% | $4,779-79.8% |
| Participant deferral / active EE | $8,213 | $6,075+35.2% | $5,277+55.6% | $5,609+46.4% |
| Admin fee / account holder | $70 | $11,471-99.4% | $9,109-99.2% | $10,827-99.4% |