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 9-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 | $5,778 | $82,286-93.0% | $68,791-91.6% | $134,475-95.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -22.38% | -2.19%-20.2pp | -6.38%-16.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,203 | $3,301-63.5% | $2,655-54.7% | $4,740-74.6% |
| Participant deferral / active EE | $5,017 | $4,739+5.9% | $3,941+27.3% | $6,400-21.6% |
| Admin fee / account holder | $76 | $6,481-98.8% | $4,932-98.5% | $11,426-99.3% |