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 5-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 | $28,656 | $95,862-70.1% | $79,550-64.0% | $134,475-78.7% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -25.29% | -2.69%-22.6pp | 0.16%-25.5pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,984 | $3,128+59.3% | $2,413+106.5% | $4,740+5.2% |
| Participant deferral / active EE | $10,481 | $4,693+123.3% | $3,985+163.0% | $6,400+63.8% |
| Admin fee / account holder | $255 | $9,126-97.2% | $6,832-96.3% | $11,426-97.8% |