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 | $54,135 | $142,344-62.0% | $119,609-54.7% | $134,475-59.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.07% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $5,443 | $5,222+4.2% | $4,232+28.6% | $4,740+14.8% |
| Participant deferral / active EE | $13,878 | $6,469+114.5% | $5,602+147.7% | $6,400+116.9% |
| Admin fee / account holder | $75 | $13,584-99.5% | $10,323-99.3% | $11,426-99.3% |