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 6-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 | $11,983 | $88,594-86.5% | $70,092-82.9% | $134,475-91.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -34.60% | 442.67%-477.3pp | 190.73%-225.3pp | 417.96%-452.6pp |
| Employer contribution / active EE | $987 | $3,233-69.5% | $2,559-61.4% | $4,740-79.2% |
| Participant deferral / active EE | $7,651 | $4,772+60.3% | $3,849+98.8% | $6,400+19.5% |
| Admin fee / account holder | $18 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |