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 | $37,208 | $167,484-77.8% | $151,611-75.5% | $134,475-72.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.92% | 7.80%-42.7pp | 3.33%-38.3pp | 417.96%-452.9pp |
| Employer contribution / active EE | $1,560 | $6,829-77.2% | $6,166-74.7% | $4,740-67.1% |
| Participant deferral / active EE | $28,080 | $8,986+212.5% | $8,363+235.7% | $6,400+338.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |