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 10-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 | $17,554 | $148,534-88.2% | $135,903-87.1% | $139,434-87.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | -84.14% | 79.19%-163.3pp | 68.23%-152.4pp | 372.94%-457.1pp |
| Employer contribution / active EE | $2,067 | $5,243-60.6% | $4,856-57.4% | $4,751-56.5% |
| Participant deferral / active EE | $4,881 | $8,100-39.7% | $7,758-37.1% | $6,710-27.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |