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 6-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 | $30,736 | $167,484-81.6% | $151,611-79.7% | $134,475-77.1% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -29.33% | 7.80%-37.1pp | 3.33%-32.7pp | 417.96%-447.3pp |
| Employer contribution / active EE | $1,663 | $6,829-75.6% | $6,166-73.0% | $4,740-64.9% |
| Participant deferral / active EE | $7,359 | $8,986-18.1% | $8,363-12.0% | $6,400+15.0% |
| Admin fee / account holder | $219 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |