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 | $16,401 | $93,024-82.4% | $77,024-78.7% | $134,475-87.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 67.9%+25.8pp | 81.2%+12.5pp |
| Annual return | -26.13% | 62.60%-88.7pp | 42.32%-68.4pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,523 | $3,418-55.4% | $2,812-45.8% | $4,740-67.9% |
| Participant deferral / active EE | $3,485 | $5,238-33.5% | $4,426-21.3% | $6,400-45.6% |
| Admin fee / account holder | $44 | $6,944-99.4% | $5,425-99.2% | $11,426-99.6% |