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 | $36,982 | $167,307-77.9% | $143,757-74.3% | $134,475-72.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -22.37% | 0.46%-22.8pp | -0.04%-22.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $5,606 | $5,619-0.2% | $4,951+13.2% | $4,740+18.3% |
| Participant deferral / active EE | $6,931 | $6,446+7.5% | $5,637+23.0% | $6,400+8.3% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |