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 | $21,037 | $105,860-80.1% | $90,749-76.8% | $134,475-84.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -29.11% | -11.01%-18.1pp | -12.16%-16.9pp | 417.96%-447.1pp |
| Employer contribution / active EE | $5,371 | $3,462+55.1% | $2,921+83.9% | $4,740+13.3% |
| Participant deferral / active EE | $10,762 | $5,216+106.3% | $4,564+135.8% | $6,400+68.2% |
| Admin fee / account holder | $229 | $13,938-98.4% | $8,445-97.3% | $11,426-98.0% |