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 9-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 | $59,297 | $138,065-57.1% | $123,544-52.0% | $135,375-56.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.38% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,341 | $5,151-15.7% | $4,628-6.2% | $4,779-9.2% |
| Participant deferral / active EE | $4,910 | $6,799-27.8% | $6,426-23.6% | $5,609-12.5% |
| Admin fee / account holder | $143 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |