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 | $17,143 | $95,193-82.0% | $76,523-77.6% | $135,375-87.3% |
| Participation rate | 78.6% | 74.4%+4.2pp | 68.0%+10.6pp | 82.6%-4.1pp |
| Annual return | -11.54% | 4.85%-16.4pp | -0.27%-11.3pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,020 | $3,302-38.8% | $2,647-23.7% | $4,779-57.7% |
| Participant deferral / active EE | $4,979 | $4,639+7.3% | $3,835+29.8% | $5,609-11.2% |
| Admin fee / account holder | $67 | $6,249-98.9% | $4,848-98.6% | $10,827-99.4% |