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 | $23,091 | $67,331-65.7% | $60,874-62.1% | $134,475-82.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -21.91% | 49.93%-71.8pp | 16.90%-38.8pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,715 | $3,096+20.0% | $2,701+37.5% | $4,740-21.6% |
| Participant deferral / active EE | $6,068 | $4,538+33.7% | $3,817+59.0% | $6,400-5.2% |
| Admin fee / account holder | $17 | $4,582-99.6% | $3,224-99.5% | $11,426-99.9% |