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 | $27,287 | $105,860-74.2% | $90,749-69.9% | $134,475-79.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.81% | -11.01%-12.8pp | -12.16%-11.6pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,419 | $3,462-30.1% | $2,921-17.2% | $4,740-49.0% |
| Participant deferral / active EE | $8,292 | $5,216+59.0% | $4,564+81.7% | $6,400+29.6% |
| Admin fee / account holder | $41 | $13,938-99.7% | $8,445-99.5% | $11,426-99.6% |