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 | $17,857 | $95,862-81.4% | $79,550-77.6% | $134,475-86.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -24.58% | -2.69%-21.9pp | 0.16%-24.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $2,327 | $3,128-25.6% | $2,413-3.6% | $4,740-50.9% |
| Participant deferral / active EE | $9,463 | $4,693+101.7% | $3,985+137.5% | $6,400+47.9% |
| Admin fee / account holder | $87 | $9,126-99.1% | $6,832-98.7% | $11,426-99.2% |