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 | $14,013 | $133,958-89.5% | $112,228-87.5% | $134,475-89.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.02% | 47.11%-69.1pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,670 | $4,038-33.9% | $3,635-26.5% | $4,740-43.7% |
| Participant deferral / active EE | $3,378 | $5,291-36.2% | $4,728-28.6% | $6,400-47.2% |
| Admin fee / account holder | $204 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |