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 4-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 | $3,427 | $25,014-86.3% | $69,647-95.1% | $80,856-95.8% |
| Participation rate | 98.5% | 64.2%+34.2pp | 66.5%+32.0pp | 67.6%+30.8pp |
| Annual return | -38.02% | 19.07%-57.1pp | 100.48%-138.5pp | 35.59%-73.6pp |
| Employer contribution / active EE | $479 | $993-51.7% | $1,712-72.0% | $2,755-82.6% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,886-100.0% | $4,296-100.0% |
| Admin fee / account holder | $34 | $2,488-98.6% | $4,713-99.3% | $6,918-99.5% |