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 7-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 | $20,166 | $64,707-68.8% | $112,228-82.0% | $68,494-70.6% |
| Participation rate | 84.3% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.4pp |
| Annual return | -19.85% | -11.40%-8.4pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $880 | $2,746-68.0% | $3,635-75.8% | $2,596-66.1% |
| Participant deferral / active EE | $5,048 | $3,565+41.6% | $4,728+6.8% | $4,027+25.4% |
| Admin fee / account holder | $145 | $5,232-97.2% | $6,410-97.7% | $5,403-97.3% |