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 | $35,447 | $62,586-43.4% | $76,768-53.8% | $64,186-44.8% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -14.69% | -1.95%-12.7pp | 2.43%-17.1pp | 7.63%-22.3pp |
| Employer contribution / active EE | $1,466 | $1,832-20.0% | $2,485-41.0% | $2,381-38.4% |
| Participant deferral / active EE | $3,866 | $3,145+22.9% | $3,852+0.4% | $3,470+11.4% |
| Admin fee / account holder | $55 | $4,667-98.8% | $6,675-99.2% | $4,888-98.9% |