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 | $115,526 | $95,862+20.5% | $79,550+45.2% | $134,475-14.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -28.63% | -2.69%-25.9pp | 0.16%-28.8pp | 417.96%-446.6pp |
| Employer contribution / active EE | $2,974 | $3,128-4.9% | $2,413+23.2% | $4,740-37.3% |
| Participant deferral / active EE | $5,966 | $4,693+27.1% | $3,985+49.7% | $6,400-6.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |