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 | $43,954 | $167,484-73.8% | $151,611-71.0% | $134,475-67.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -23.59% | 7.80%-31.4pp | 3.33%-26.9pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,409 | $6,829-64.7% | $6,166-60.9% | $4,740-49.2% |
| Participant deferral / active EE | $8,882 | $8,986-1.2% | $8,363+6.2% | $6,400+38.8% |
| Admin fee / account holder | $157 | $13,783-98.9% | $11,616-98.6% | $11,426-98.6% |