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 | $11,441 | $99,640-88.5% | $86,436-86.8% | $134,475-91.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.09% | 6782.58%-6804.7pp | 4394.89%-4417.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,285 | $4,400-48.1% | $3,769-39.4% | $4,740-51.8% |
| Participant deferral / active EE | $2,604 | $7,246-64.1% | $6,952-62.5% | $6,400-59.3% |
| Admin fee / account holder | $63 | $8,371-99.2% | $6,731-99.1% | $11,426-99.4% |