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 4-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 | $23,190 | $167,307-86.1% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -43.06% | 0.46%-43.5pp | -0.04%-43.0pp | 417.96%-461.0pp |
| Employer contribution / active EE | $1,177 | $5,619-79.1% | $4,951-76.2% | $4,740-75.2% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,637-27.3% | $6,400-35.9% |
| Admin fee / account holder | $249 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |