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 10-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 | $40,237 | $90,590-55.6% | $90,782-55.7% | $135,375-70.3% |
| Participation rate | 77.8% | 83.7%-6.0pp | 82.7%-4.9pp | 82.6%-4.9pp |
| Annual return | -9.11% | -3.40%-5.7pp | -3.42%-5.7pp | 519.73%-528.8pp |
| Employer contribution / active EE | $7,877 | $4,352+81.0% | $4,105+91.9% | $4,779+64.8% |
| Participant deferral / active EE | $5,846 | $5,407+8.1% | $5,366+9.0% | $5,609+4.2% |
| Admin fee / account holder | $261 | $7,683-96.6% | $5,908-95.6% | $10,827-97.6% |