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 3-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 | $17,159 | $159,602-89.2% | $150,045-88.6% | $142,382-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -1.52% | 70.24%-71.8pp | 62.55%-64.1pp | 217.08%-218.6pp |
| Employer contribution / active EE | $3,085 | $4,961-37.8% | $4,693-34.3% | $4,299-28.2% |
| Participant deferral / active EE | $7,109 | $8,310-14.5% | $7,997-11.1% | $6,507+9.2% |
| Admin fee / account holder | $218 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |