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 | $17,464 | $129,942-86.6% | $104,294-83.3% | $134,475-87.0% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -21.92% | 42.03%-63.9pp | 24.61%-46.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,639 | $4,184-60.8% | $3,372-51.4% | $4,740-65.4% |
| Participant deferral / active EE | $4,256 | $5,588-23.8% | $4,625-8.0% | $6,400-33.5% |
| Admin fee / account holder | $166 | $9,323-98.2% | $7,339-97.7% | $11,426-98.5% |