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 | $19,642 | $73,867-73.4% | $143,757-86.3% | $68,494-71.3% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -20.64% | 1.01%-21.6pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,563 | $3,184-19.5% | $4,951-48.2% | $2,596-1.3% |
| Participant deferral / active EE | $4,545 | $3,384+34.3% | $5,637-19.4% | $4,027+12.9% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |