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 8-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 | $44,536 | $97,044-54.1% | $83,333-46.6% | $135,375-67.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -13.63% | 12.31%-25.9pp | 10.63%-24.3pp | 519.73%-533.4pp |
| Employer contribution / active EE | $6,272 | $4,143+51.4% | $3,379+85.6% | $4,779+31.2% |
| Participant deferral / active EE | $9,972 | $5,964+67.2% | $5,565+79.2% | $5,609+77.8% |
| Admin fee / account holder | $32 | $8,380-99.6% | $7,510-99.6% | $10,827-99.7% |