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 | $14,434 | $93,024-84.5% | $77,024-81.3% | $134,475-89.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.96% | 62.60%-84.6pp | 42.32%-64.3pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,112 | $3,418-38.2% | $2,812-24.9% | $4,740-55.4% |
| Participant deferral / active EE | $5,334 | $5,238+1.8% | $4,426+20.5% | $6,400-16.6% |
| Admin fee / account holder | $116 | $6,944-98.3% | $5,425-97.9% | $11,426-99.0% |