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 | $9,851 | $67,331-85.4% | $60,874-83.8% | $134,475-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.62% | 49.93%-71.5pp | 16.90%-38.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,341 | $3,096-56.7% | $2,701-50.4% | $4,740-71.7% |
| Participant deferral / active EE | $3,521 | $4,538-22.4% | $3,817-7.8% | $6,400-45.0% |
| Admin fee / account holder | $13 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |