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 | $15,123 | $91,911-83.5% | $68,793-78.0% | $135,375-88.8% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -12.15% | -8.22%-3.9pp | -4.63%-7.5pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,577 | $3,924-59.8% | $2,625-39.9% | $4,779-67.0% |
| Participant deferral / active EE | $3,743 | $4,315-13.3% | $3,311+13.0% | $5,609-33.3% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |