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 8-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 | $83,872 | $133,922-37.4% | $116,228-27.8% | $142,382-41.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | -23.95% | 147.76%-171.7pp | 90.06%-114.0pp | 217.08%-241.0pp |
| Employer contribution / active EE | $2,093 | $3,446-39.3% | $2,994-30.1% | $4,299-51.3% |
| Participant deferral / active EE | $6,321 | $5,672+11.4% | $4,953+27.6% | $6,507-2.9% |
| Admin fee / account holder | $18 | $14,945-99.9% | $11,989-99.8% | $12,624-99.9% |