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 | $45,950 | $82,664-44.4% | $125,339-63.3% | $68,494-32.9% |
| Participation rate | 75.7% | 75.0%+0.6pp | 82.4%-6.7pp | 67.9%+7.8pp |
| Annual return | -20.83% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $7,574 | $3,381+124.0% | $4,814+57.3% | $2,596+191.7% |
| Participant deferral / active EE | $7,715 | $6,110+26.3% | $7,446+3.6% | $4,027+91.6% |
| Admin fee / account holder | $167 | $6,275-97.3% | $10,010-98.3% | $5,403-96.9% |