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 5-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 | $17,200 | $99,640-82.7% | $86,436-80.1% | $134,475-87.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -26.44% | 6782.58%-6809.0pp | 4394.89%-4421.3pp | 417.96%-444.4pp |
| Employer contribution / active EE | $1,978 | $4,400-55.0% | $3,769-47.5% | $4,740-58.3% |
| Participant deferral / active EE | $7,488 | $7,246+3.3% | $6,952+7.7% | $6,400+17.0% |
| Admin fee / account holder | $26 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |