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 | $39,406 | $142,344-72.3% | $119,609-67.1% | $134,475-70.7% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -20.50% | -12.44%-8.1pp | -14.97%-5.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,412 | $5,222-53.8% | $4,232-43.0% | $4,740-49.1% |
| Participant deferral / active EE | $8,085 | $6,469+25.0% | $5,602+44.3% | $6,400+26.3% |
| Admin fee / account holder | $1 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |