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 9-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 | $12,002 | $85,790-86.0% | $67,313-82.2% | $135,375-91.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.52% | -0.54%-10.0pp | -4.08%-6.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,140 | $3,487-38.6% | $2,566-16.6% | $4,779-55.2% |
| Participant deferral / active EE | $3,680 | $4,651-20.9% | $3,568+3.1% | $5,609-34.4% |
| Admin fee / account holder | $86 | $6,392-98.7% | $4,507-98.1% | $10,827-99.2% |