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 | $36,420 | $107,791-66.2% | $90,645-59.8% | $135,375-73.1% |
| Participation rate | 76.9% | 78.0%-1.1pp | 74.0%+2.9pp | 82.6%-5.7pp |
| Annual return | -12.12% | -0.90%-11.2pp | 1.88%-14.0pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,238 | $3,018-25.8% | $2,532-11.6% | $4,779-53.2% |
| Participant deferral / active EE | $4,558 | $3,872+17.7% | $3,425+33.1% | $5,609-18.7% |
| Admin fee / account holder | $4 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |