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 3-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 | $35,892 | $114,381-68.6% | $107,525-66.6% | $142,382-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -0.56% | 242.71%-243.3pp | 181.32%-181.9pp | 217.08%-217.6pp |
| Employer contribution / active EE | $2,104 | $4,015-47.6% | $3,754-44.0% | $4,299-51.1% |
| Participant deferral / active EE | $16,048 | $5,564+188.4% | $5,116+213.7% | $6,507+146.6% |
| Admin fee / account holder | $129 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |