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 9-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 | $15,505 | $107,791-85.6% | $90,645-82.9% | $135,375-88.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -5366.00% | -0.90%-5365.1pp | 1.88%-5367.9pp | 519.73%-5885.7pp |
| Employer contribution / active EE | $6,054 | $3,018+100.6% | $2,532+139.1% | $4,779+26.7% |
| Participant deferral / active EE | $7,403 | $3,872+91.2% | $3,425+116.2% | $5,609+32.0% |
| Admin fee / account holder | $69 | $5,930-98.8% | $4,994-98.6% | $10,827-99.4% |