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 | $15,831 | $53,162-70.2% | $91,220-82.6% | $68,494-76.9% |
| Participation rate | 82.1% | 63.2%+18.9pp | 73.2%+8.9pp | 67.9%+14.3pp |
| Annual return | -20.35% | -3.14%-17.2pp | 114.01%-134.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $843 | $1,709-50.7% | $2,850-70.4% | $2,596-67.5% |
| Participant deferral / active EE | $2,551 | $2,974-14.2% | $4,234-39.7% | $4,027-36.7% |
| Admin fee / account holder | $115 | $4,493-97.4% | $5,420-97.9% | $5,403-97.9% |