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 | $7,420 | $45,863-83.8% | $77,024-90.4% | $68,494-89.2% |
| Participation rate | 74.1% | 55.9%+18.2pp | 67.9%+6.2pp | 67.9%+6.2pp |
| Annual return | -20.96% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.1pp |
| Employer contribution / active EE | $579 | $1,650-64.9% | $2,812-79.4% | $2,596-77.7% |
| Participant deferral / active EE | $1,972 | $2,962-33.4% | $4,426-55.5% | $4,027-51.0% |
| Admin fee / account holder | $153 | $3,041-95.0% | $5,425-97.2% | $5,403-97.2% |