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 | $103,053 | $167,484-38.5% | $151,611-32.0% | $134,475-23.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.22% | 7.80%-29.0pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $25,435 | $6,829+272.4% | $6,166+312.5% | $4,740+436.6% |
| Participant deferral / active EE | $14,647 | $8,986+63.0% | $8,363+75.1% | $6,400+128.9% |
| Admin fee / account holder | $138 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |