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 | $41,820 | $167,307-75.0% | $143,757-70.9% | $134,475-68.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.16% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $10,220 | $5,619+81.9% | $4,951+106.4% | $4,740+115.6% |
| Participant deferral / active EE | $7,928 | $6,446+23.0% | $5,637+40.6% | $6,400+23.9% |
| Admin fee / account holder | $270 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |