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 6-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 | $25,990 | $71,883-63.8% | $86,677-70.0% | $68,494-62.1% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -20.79% | 3.52%-24.3pp | 35.91%-56.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,285 | $2,173+5.2% | $2,836-19.4% | $2,596-12.0% |
| Participant deferral / active EE | $3,997 | $3,779+5.8% | $4,656-14.2% | $4,027-0.8% |
| Admin fee / account holder | $67 | $6,112-98.9% | $7,493-99.1% | $5,403-98.8% |