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 8-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 | $31,292 | $93,024-66.4% | $77,024-59.4% | $134,475-76.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | -29.86% | 62.60%-92.5pp | 42.32%-72.2pp | 417.96%-447.8pp |
| Employer contribution / active EE | $2,397 | $3,418-29.9% | $2,812-14.8% | $4,740-49.4% |
| Participant deferral / active EE | $6,154 | $5,238+17.5% | $4,426+39.0% | $6,400-3.8% |
| Admin fee / account holder | $23 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |