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 | $8,256 | $93,024-91.1% | $77,024-89.3% | $134,475-93.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -23.25% | 62.60%-85.8pp | 42.32%-65.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,202 | $3,418-35.6% | $2,812-21.7% | $4,740-53.5% |
| Participant deferral / active EE | $4,104 | $5,238-21.6% | $4,426-7.3% | $6,400-35.9% |
| Admin fee / account holder | $276 | $6,944-96.0% | $5,425-94.9% | $11,426-97.6% |