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 9-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 | $34,123 | $77,813-56.1% | $123,544-72.4% | $64,186-46.8% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -9.07% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,214 | $3,014+6.6% | $4,628-30.6% | $2,381+35.0% |
| Participant deferral / active EE | $4,336 | $5,240-17.3% | $6,426-32.5% | $3,470+25.0% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |