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 4-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 | $23,647 | $82,286-71.3% | $68,791-65.6% | $134,475-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.29% | -2.19%-20.1pp | -6.38%-15.9pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,808 | $3,301-14.9% | $2,655+5.8% | $4,740-40.8% |
| Participant deferral / active EE | $16,185 | $4,739+241.6% | $3,941+310.7% | $6,400+152.9% |
| Admin fee / account holder | $123 | $6,481-98.1% | $4,932-97.5% | $11,426-98.9% |