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 7-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 | $7,206 | $117,690-93.9% | $71,735-90.0% | $134,475-94.6% |
| Participation rate | 82.4% | 68.8%+13.5pp | 62.3%+20.0pp | 81.2%+1.1pp |
| Annual return | -24.80% | 25.44%-50.2pp | 9.14%-33.9pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,050 | $2,525-58.4% | $1,704-38.4% | $4,740-77.8% |
| Participant deferral / active EE | $2,560 | $3,759-31.9% | $2,658-3.7% | $6,400-60.0% |
| Admin fee / account holder | $34 | $6,379-99.5% | $3,974-99.2% | $11,426-99.7% |