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 | $29,397 | $167,484-82.4% | $151,611-80.6% | $134,475-78.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.59% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $3,976 | $6,829-41.8% | $6,166-35.5% | $4,740-16.1% |
| Participant deferral / active EE | $16,534 | $8,986+84.0% | $8,363+97.7% | $6,400+158.4% |
| Admin fee / account holder | $4 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |