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 6-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 | $21,171 | $82,286-74.3% | $68,791-69.2% | $134,475-84.3% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -38.56% | -2.19%-36.4pp | -6.38%-32.2pp | 417.96%-456.5pp |
| Employer contribution / active EE | $2,444 | $3,301-25.9% | $2,655-7.9% | $4,740-48.4% |
| Participant deferral / active EE | $4,716 | $4,739-0.5% | $3,941+19.7% | $6,400-26.3% |
| Admin fee / account holder | $197 | $6,481-97.0% | $4,932-96.0% | $11,426-98.3% |