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 4-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 | $21,164 | $67,331-68.6% | $60,874-65.2% | $134,475-84.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.15% | 49.93%-72.1pp | 16.90%-39.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $4,545 | $3,096+46.8% | $2,701+68.2% | $4,740-4.1% |
| Participant deferral / active EE | $8,401 | $4,538+85.1% | $3,817+120.1% | $6,400+31.3% |
| Admin fee / account holder | $34 | $4,582-99.3% | $3,224-98.9% | $11,426-99.7% |