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 | $10,482 | $106,543-90.2% | $91,220-88.5% | $134,475-92.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -21.26% | 160.60%-181.9pp | 114.01%-135.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,689 | $3,331-49.3% | $2,850-40.8% | $4,740-64.4% |
| Participant deferral / active EE | $2,776 | $4,719-41.2% | $4,234-34.4% | $6,400-56.6% |
| Admin fee / account holder | $174 | $6,231-97.2% | $5,420-96.8% | $11,426-98.5% |