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 10-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 | $54,188 | $105,860-48.8% | $90,749-40.3% | $134,475-59.7% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -22.69% | -11.01%-11.7pp | -12.16%-10.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,056 | $3,462-40.6% | $2,921-29.6% | $4,740-56.6% |
| Participant deferral / active EE | $5,605 | $5,216+7.5% | $4,564+22.8% | $6,400-12.4% |
| Admin fee / account holder | $2 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |