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 8-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 | $15,794 | $95,193-83.4% | $76,523-79.4% | $135,375-88.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -28.78% | 4.85%-33.6pp | -0.27%-28.5pp | 519.73%-548.5pp |
| Employer contribution / active EE | $2,008 | $3,302-39.2% | $2,647-24.2% | $4,779-58.0% |
| Participant deferral / active EE | $10,439 | $4,639+125.0% | $3,835+172.2% | $5,609+86.1% |
| Admin fee / account holder | $94 | $6,249-98.5% | $4,848-98.1% | $10,827-99.1% |