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 5-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 | $90,635 | $142,344-36.3% | $119,609-24.2% | $134,475-32.6% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -21.15% | -12.44%-8.7pp | -14.97%-6.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $5,168 | $5,222-1.0% | $4,232+22.1% | $4,740+9.0% |
| Participant deferral / active EE | $8,397 | $6,469+29.8% | $5,602+49.9% | $6,400+31.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |