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 5-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 | $7,209 | $93,024-92.3% | $77,024-90.6% | $134,475-94.6% |
| Participation rate | 84.2% | 74.5%+9.7pp | 67.9%+16.3pp | 81.2%+3.0pp |
| Annual return | -21.64% | 62.60%-84.2pp | 42.32%-64.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $990 | $3,418-71.0% | $2,812-64.8% | $4,740-79.1% |
| Participant deferral / active EE | $1,810 | $5,238-65.4% | $4,426-59.1% | $6,400-71.7% |
| Admin fee / account holder | $291 | $6,944-95.8% | $5,425-94.6% | $11,426-97.5% |