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 | $13,529 | $93,024-85.5% | $77,024-82.4% | $134,475-89.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -26.91% | 62.60%-89.5pp | 42.32%-69.2pp | 417.96%-444.9pp |
| Employer contribution / active EE | $1,306 | $3,418-61.8% | $2,812-53.6% | $4,740-72.4% |
| Participant deferral / active EE | $3,979 | $5,238-24.0% | $4,426-10.1% | $6,400-37.8% |
| Admin fee / account holder | $92 | $6,944-98.7% | $5,425-98.3% | $11,426-99.2% |