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 6-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 | $33,718 | $82,286-59.0% | $68,791-51.0% | $134,475-74.9% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.0%+24.3pp | 81.2%+12.1pp |
| Annual return | -27.57% | -2.19%-25.4pp | -6.38%-21.2pp | 417.96%-445.5pp |
| Employer contribution / active EE | $3,468 | $3,301+5.1% | $2,655+30.6% | $4,740-26.8% |
| Participant deferral / active EE | $6,553 | $4,739+38.3% | $3,941+66.3% | $6,400+2.4% |
| Admin fee / account holder | $16 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |