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 4-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 | $28,921 | $167,484-82.7% | $151,611-80.9% | $134,475-78.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.26% | 7.80%-34.1pp | 3.33%-29.6pp | 417.96%-444.2pp |
| Employer contribution / active EE | $4,807 | $6,829-29.6% | $6,166-22.0% | $4,740+1.4% |
| Participant deferral / active EE | $13,925 | $8,986+55.0% | $8,363+66.5% | $6,400+117.6% |
| Admin fee / account holder | $54 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |