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 | $15,459 | $67,331-77.0% | $60,874-74.6% | $134,475-88.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.67% | 49.93%-74.6pp | 16.90%-41.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $8,871 | $3,096+186.5% | $2,701+228.4% | $4,740+87.2% |
| Participant deferral / active EE | $13,797 | $4,538+204.0% | $3,817+261.5% | $6,400+115.6% |
| Admin fee / account holder | $28 | $4,582-99.4% | $3,224-99.1% | $11,426-99.8% |