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 | $115,512 | $167,484-31.0% | $151,611-23.8% | $134,475-14.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -28.17% | 7.80%-36.0pp | 3.33%-31.5pp | 417.96%-446.1pp |
| Employer contribution / active EE | $4,820 | $6,829-29.4% | $6,166-21.8% | $4,740+1.7% |
| Participant deferral / active EE | $16,879 | $8,986+87.8% | $8,363+101.8% | $6,400+163.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |