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 | $20,192 | $82,286-75.5% | $68,791-70.6% | $134,475-85.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -32.22% | -2.19%-30.0pp | -6.38%-25.8pp | 417.96%-450.2pp |
| Employer contribution / active EE | $3,532 | $3,301+7.0% | $2,655+33.0% | $4,740-25.5% |
| Participant deferral / active EE | $13,481 | $4,739+184.5% | $3,941+242.1% | $6,400+110.6% |
| Admin fee / account holder | $71 | $6,481-98.9% | $4,932-98.6% | $11,426-99.4% |