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 | $12,019 | $95,193-87.4% | $76,523-84.3% | $135,375-91.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -12.46% | 4.85%-17.3pp | -0.27%-12.2pp | 519.73%-532.2pp |
| Employer contribution / active EE | $934 | $3,302-71.7% | $2,647-64.7% | $4,779-80.5% |
| Participant deferral / active EE | $1,510 | $4,639-67.5% | $3,835-60.6% | $5,609-73.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |