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 | $20,978 | $133,958-84.3% | $112,228-81.3% | $134,475-84.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.77% | 47.11%-75.9pp | 27.45%-56.2pp | 417.96%-446.7pp |
| Employer contribution / active EE | $3,855 | $4,038-4.5% | $3,635+6.1% | $4,740-18.7% |
| Participant deferral / active EE | $9,172 | $5,291+73.4% | $4,728+94.0% | $6,400+43.3% |
| Admin fee / account holder | $211 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |