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 | $22,878 | $100,754-77.3% | $86,677-73.6% | $134,475-83.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -30.36% | 29.04%-59.4pp | 35.91%-66.3pp | 417.96%-448.3pp |
| Employer contribution / active EE | $2,740 | $3,489-21.5% | $2,836-3.4% | $4,740-42.2% |
| Participant deferral / active EE | $5,432 | $5,338+1.8% | $4,656+16.7% | $6,400-15.1% |
| Admin fee / account holder | $278 | $10,926-97.5% | $7,493-96.3% | $11,426-97.6% |