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 4-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 | $23,385 | $93,024-74.9% | $77,024-69.6% | $134,475-82.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.84% | 62.60%-84.4pp | 42.32%-64.2pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,611 | $3,418-52.9% | $2,812-42.7% | $4,740-66.0% |
| Participant deferral / active EE | $11,126 | $5,238+112.4% | $4,426+151.4% | $6,400+73.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |