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 | $37,491 | $107,452-65.1% | $91,541-59.0% | $142,382-73.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -60.50% | 22.06%-82.6pp | 20.50%-81.0pp | 217.08%-277.6pp |
| Employer contribution / active EE | $1,529 | $2,994-48.9% | $2,505-39.0% | $4,299-64.4% |
| Participant deferral / active EE | $1,915 | $4,754-59.7% | $4,008-52.2% | $6,507-70.6% |
| Admin fee / account holder | $171 | $8,834-98.1% | $6,956-97.5% | $12,624-98.6% |