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 7-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 | $26,838 | $167,307-84.0% | $143,757-81.3% | $134,475-80.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.58% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,448 | $5,619-74.2% | $4,951-70.8% | $4,740-69.5% |
| Participant deferral / active EE | $4,215 | $6,446-34.6% | $5,637-25.2% | $6,400-34.1% |
| Admin fee / account holder | $207 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |