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 5-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 | $32,507 | $167,484-80.6% | $151,611-78.6% | $134,475-75.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.92% | 7.80%-33.7pp | 3.33%-29.2pp | 417.96%-443.9pp |
| Employer contribution / active EE | $8,349 | $6,829+22.3% | $6,166+35.4% | $4,740+76.1% |
| Participant deferral / active EE | $13,964 | $8,986+55.4% | $8,363+67.0% | $6,400+118.2% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |