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 5-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 | $17,573 | $67,331-73.9% | $60,874-71.1% | $134,475-86.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.06% | 49.93%-75.0pp | 16.90%-42.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $782 | $3,096-74.7% | $2,701-71.1% | $4,740-83.5% |
| Participant deferral / active EE | $13,818 | $4,538+204.5% | $3,817+262.0% | $6,400+115.9% |
| Admin fee / account holder | $181 | $4,582-96.1% | $3,224-94.4% | $11,426-98.4% |