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 | $14,281 | $95,862-85.1% | $79,550-82.0% | $134,475-89.4% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -22.06% | -2.69%-19.4pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,223 | $3,128-28.9% | $2,413-7.9% | $4,740-53.1% |
| Participant deferral / active EE | $6,501 | $4,693+38.5% | $3,985+63.1% | $6,400+1.6% |
| Admin fee / account holder | $165 | $9,126-98.2% | $6,832-97.6% | $11,426-98.6% |