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 | $89,559 | $48,265+85.6% | $68,791+30.2% | $68,494+30.8% |
| Participation rate | 71.7% | 60.7%+11.1pp | 69.0%+2.7pp | 67.9%+3.9pp |
| Annual return | -20.52% | -12.71%-7.8pp | -6.38%-14.1pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,215 | $1,829+21.1% | $2,655-16.6% | $2,596-14.7% |
| Participant deferral / active EE | $3,880 | $2,867+35.4% | $3,941-1.5% | $4,027-3.6% |
| Admin fee / account holder | $87 | $4,355-98.0% | $4,932-98.2% | $5,403-98.4% |