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 7-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 | $94,674 | $142,344-33.5% | $119,609-20.8% | $134,475-29.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.51% | -12.44%-8.1pp | -14.97%-5.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $21,000 | $5,222+302.1% | $4,232+396.2% | $4,740+343.1% |
| Participant deferral / active EE | $13,400 | $6,469+107.1% | $5,602+139.2% | $6,400+109.4% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |