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 | $46,329 | $142,344-67.5% | $119,609-61.3% | $134,475-65.5% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -22.40% | -12.44%-10.0pp | -14.97%-7.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $8,724 | $5,222+67.1% | $4,232+106.1% | $4,740+84.1% |
| Participant deferral / active EE | $6,184 | $6,469-4.4% | $5,602+10.4% | $6,400-3.4% |
| Admin fee / account holder | -$46 | $13,584-100.3% | $10,323-100.4% | $11,426-100.4% |