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 | $14,473 | $133,958-89.2% | $112,228-87.1% | $134,475-89.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -22.04% | 47.11%-69.2pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,844 | $4,038-29.6% | $3,635-21.7% | $4,740-40.0% |
| Participant deferral / active EE | $4,081 | $5,291-22.9% | $4,728-13.7% | $6,400-36.2% |
| Admin fee / account holder | $143 | $7,489-98.1% | $6,410-97.8% | $11,426-98.8% |