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 8-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 | $21,952 | $42,894-48.8% | $60,874-63.9% | $68,494-68.0% |
| Participation rate | 76.9% | 66.8%+10.1pp | 73.1%+3.8pp | 67.9%+9.0pp |
| Annual return | -22.22% | -13.98%-8.2pp | 16.90%-39.1pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,171 | $1,978-40.8% | $2,701-56.6% | $2,596-54.9% |
| Participant deferral / active EE | $5,228 | $2,867+82.4% | $3,817+37.0% | $4,027+29.8% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |