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 | $18,094 | $92,703-80.5% | $82,719-78.1% | $134,475-86.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -24.57% | 944.92%-969.5pp | 701.18%-725.8pp | 417.96%-442.5pp |
| Employer contribution / active EE | $3,101 | $3,274-5.3% | $3,009+3.0% | $4,740-34.6% |
| Participant deferral / active EE | $6,221 | $4,802+29.5% | $4,395+41.5% | $6,400-2.8% |
| Admin fee / account holder | $9 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |