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 8-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 | $45,273 | $133,958-66.2% | $112,228-59.7% | $134,475-66.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -20.56% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $9,021 | $4,038+123.4% | $3,635+148.2% | $4,740+90.3% |
| Participant deferral / active EE | $3,391 | $5,291-35.9% | $4,728-28.3% | $6,400-47.0% |
| Admin fee / account holder | $179 | $7,489-97.6% | $6,410-97.2% | $11,426-98.4% |