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 5-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 | $12,456 | $82,286-84.9% | $68,791-81.9% | $134,475-90.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -22.22% | -2.19%-20.0pp | -6.38%-15.8pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,694 | $3,301-48.7% | $2,655-36.2% | $4,740-64.3% |
| Participant deferral / active EE | $6,145 | $4,739+29.7% | $3,941+55.9% | $6,400-4.0% |
| Admin fee / account holder | $129 | $6,481-98.0% | $4,932-97.4% | $11,426-98.9% |