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 8-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 | $28,385 | $167,307-83.0% | $143,757-80.3% | $134,475-78.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -21.02% | 0.46%-21.5pp | -0.04%-21.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,103 | $5,619-62.6% | $4,951-57.5% | $4,740-55.6% |
| Participant deferral / active EE | $4,646 | $6,446-27.9% | $5,637-17.6% | $6,400-27.4% |
| Admin fee / account holder | $174 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |