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 7-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 | $30,867 | $101,069-69.5% | $81,478-62.1% | $147,584-79.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 68.0%+24.9pp | 82.8%+10.0pp |
| Annual return | -3.19% | 32.40%-35.6pp | 38.78%-42.0pp | 578.55%-581.7pp |
| Employer contribution / active EE | $1,393 | $3,205-56.5% | $2,568-45.7% | $4,876-71.4% |
| Participant deferral / active EE | $1,735 | $4,242-59.1% | $3,537-50.9% | $5,439-68.1% |
| Admin fee / account holder | $274 | $5,812-95.3% | $4,561-94.0% | $10,885-97.5% |