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 3-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 | $12,865 | $111,754-88.5% | $103,333-87.5% | $145,922-91.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | -71.71% | 24.77%-96.5pp | 24.88%-96.6pp | 561.29%-633.0pp |
| Employer contribution / active EE | $1,375 | $4,212-67.4% | $3,868-64.4% | $4,660-70.5% |
| Participant deferral / active EE | $1,770 | $5,619-68.5% | $5,057-65.0% | $6,688-73.5% |
| Admin fee / account holder | $212 | $9,750-97.8% | $8,355-97.5% | $13,397-98.4% |