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 | $46,431 | $142,344-67.4% | $119,609-61.2% | $134,475-65.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -46.87% | -12.44%-34.4pp | -14.97%-31.9pp | 417.96%-464.8pp |
| Employer contribution / active EE | $2,516 | $5,222-51.8% | $4,232-40.6% | $4,740-46.9% |
| Participant deferral / active EE | $7,938 | $6,469+22.7% | $5,602+41.7% | $6,400+24.0% |
| Admin fee / account holder | $206 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |