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 | $17,202 | $106,543-83.9% | $91,220-81.1% | $134,475-87.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -37.58% | 160.60%-198.2pp | 114.01%-151.6pp | 417.96%-455.5pp |
| Employer contribution / active EE | $959 | $3,331-71.2% | $2,850-66.3% | $4,740-79.8% |
| Participant deferral / active EE | $8,757 | $4,719+85.6% | $4,234+106.8% | $6,400+36.8% |
| Admin fee / account holder | $102 | $6,231-98.4% | $5,420-98.1% | $11,426-99.1% |