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 4-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 | $7,958 | $88,594-91.0% | $70,092-88.6% | $134,475-94.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -25.54% | 442.67%-468.2pp | 190.73%-216.3pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,210 | $3,233-31.6% | $2,559-13.6% | $4,740-53.4% |
| Participant deferral / active EE | $5,396 | $4,772+13.1% | $3,849+40.2% | $6,400-15.7% |
| Admin fee / account holder | $24 | $10,441-99.8% | $6,267-99.6% | $11,426-99.8% |