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 | $18,454 | $133,958-86.2% | $112,228-83.6% | $134,475-86.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -31.57% | 47.11%-78.7pp | 27.45%-59.0pp | 417.96%-449.5pp |
| Employer contribution / active EE | $6,945 | $4,038+72.0% | $3,635+91.1% | $4,740+46.5% |
| Participant deferral / active EE | $5,994 | $5,291+13.3% | $4,728+26.8% | $6,400-6.3% |
| Admin fee / account holder | $156 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |