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 | $16,749 | $53,162-68.5% | $91,220-81.6% | $68,494-75.5% |
| Participation rate | 81.5% | 63.2%+18.3pp | 73.2%+8.3pp | 67.9%+13.6pp |
| Annual return | -25.20% | -3.14%-22.1pp | 114.01%-139.2pp | -7.84%-17.4pp |
| Employer contribution / active EE | $879 | $1,709-48.6% | $2,850-69.1% | $2,596-66.1% |
| Participant deferral / active EE | $5,024 | $2,974+69.0% | $4,234+18.7% | $4,027+24.8% |
| Admin fee / account holder | $297 | $4,493-93.4% | $5,420-94.5% | $5,403-94.5% |