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 10-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 | $61,979 | $62,586-1.0% | $76,768-19.3% | $64,186-3.4% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | -9.73% | -1.95%-7.8pp | 2.43%-12.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,414 | $1,832+31.8% | $2,485-2.8% | $2,381+1.4% |
| Participant deferral / active EE | $5,522 | $3,145+75.6% | $3,852+43.4% | $3,470+59.2% |
| Admin fee / account holder | $104 | $4,667-97.8% | $6,675-98.4% | $4,888-97.9% |