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 | $22,572 | $167,307-86.5% | $143,757-84.3% | $134,475-83.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.73% | 0.46%-36.2pp | -0.04%-35.7pp | 417.96%-453.7pp |
| Employer contribution / active EE | $6,019 | $5,619+7.1% | $4,951+21.6% | $4,740+27.0% |
| Participant deferral / active EE | $6,851 | $6,446+6.3% | $5,637+21.5% | $6,400+7.0% |
| Admin fee / account holder | $117 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |