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 | $16,221 | $97,044-83.3% | $83,333-80.5% | $135,375-88.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -14.96% | 12.31%-27.3pp | 10.63%-25.6pp | 519.73%-534.7pp |
| Employer contribution / active EE | $3,832 | $4,143-7.5% | $3,379+13.4% | $4,779-19.8% |
| Participant deferral / active EE | $9,676 | $5,964+62.2% | $5,565+73.9% | $5,609+72.5% |
| Admin fee / account holder | $57 | $8,380-99.3% | $7,510-99.2% | $10,827-99.5% |