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 5-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 | $28,386 | $167,484-83.1% | $151,611-81.3% | $134,475-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.67% | 7.80%-34.5pp | 3.33%-30.0pp | 417.96%-444.6pp |
| Employer contribution / active EE | $4,422 | $6,829-35.3% | $6,166-28.3% | $4,740-6.7% |
| Participant deferral / active EE | $13,043 | $8,986+45.2% | $8,363+56.0% | $6,400+103.8% |
| Admin fee / account holder | $173 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |