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 | $17,386 | $92,703-81.2% | $82,719-79.0% | $134,475-87.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.96% | 944.92%-966.9pp | 701.18%-723.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,372 | $3,274-58.1% | $3,009-54.4% | $4,740-71.1% |
| Participant deferral / active EE | $5,438 | $4,802+13.2% | $4,395+23.7% | $6,400-15.0% |
| Admin fee / account holder | $160 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |