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 7-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 | $5,122 | $27,641-81.5% | $61,373-91.7% | $68,494-92.5% |
| Participation rate | 98.4% | 39.5%+58.9pp | 52.6%+45.9pp | 67.9%+30.5pp |
| Annual return | -22.68% | -13.24%-9.4pp | 338.61%-361.3pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,285 | $695+372.3% | $1,159+183.3% | $2,596+26.5% |
| Participant deferral / active EE | $693 | $1,263-45.1% | $2,125-67.4% | $4,027-82.8% |
| Admin fee / account holder | $273 | $2,010-86.4% | $2,130-87.2% | $5,403-95.0% |