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 | $7,569 | $93,024-91.9% | $77,024-90.2% | $134,475-94.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.89% | 62.60%-92.5pp | 42.32%-72.2pp | 417.96%-447.9pp |
| Employer contribution / active EE | $2,368 | $3,418-30.7% | $2,812-15.8% | $4,740-50.0% |
| Participant deferral / active EE | $3,946 | $5,238-24.7% | $4,426-10.9% | $6,400-38.3% |
| Admin fee / account holder | $8 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |