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 9-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 | $28,894 | $227,553-87.3% | $189,557-84.8% | $167,490-82.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | -9.25% | 78.40%-87.7pp | 64.17%-73.4pp | 478.56%-487.8pp |
| Employer contribution / active EE | $1,957 | $5,316-63.2% | $4,412-55.7% | $4,837-59.5% |
| Participant deferral / active EE | $2,446 | $7,002-65.1% | $6,174-60.4% | $6,341-61.4% |
| Admin fee / account holder | $64 | $11,878-99.5% | $9,807-99.3% | $12,309-99.5% |