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 | $40,786 | $118,427-65.6% | $66,042-38.2% | $142,382-71.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | -7.87% | 35.57%-43.4pp | 52.11%-60.0pp | 217.08%-224.9pp |
| Employer contribution / active EE | $1,314 | $2,570-48.9% | $1,579-16.8% | $4,299-69.4% |
| Participant deferral / active EE | $5,188 | $4,311+20.3% | $2,835+83.0% | $6,507-20.3% |
| Admin fee / account holder | $19 | $9,593-99.8% | $5,747-99.7% | $12,624-99.9% |