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 9-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 | $29,126 | $113,935-74.4% | $94,224-69.1% | $125,391-76.8% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -4.13% | 5.29%-9.4pp | 10.68%-14.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $2,746 | $4,727-41.9% | $3,587-23.4% | $4,866-43.6% |
| Participant deferral / active EE | $6,757 | $5,179+30.5% | $4,320+56.4% | $5,352+26.3% |
| Admin fee / account holder | $10 | $8,391-99.9% | $6,269-99.8% | $9,540-99.9% |