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 9-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 | $71,003 | $167,307-57.6% | $143,757-50.6% | $134,475-47.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -21.42% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $5,294 | $5,619-5.8% | $4,951+6.9% | $4,740+11.7% |
| Participant deferral / active EE | $5,889 | $6,446-8.6% | $5,637+4.5% | $6,400-8.0% |
| Admin fee / account holder | $219 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |