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 | $43,299 | $95,971-54.9% | $74,550-41.9% | $135,375-68.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -9.37% | 56.96%-66.3pp | 32.53%-41.9pp | 519.73%-529.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,023 | $3,843-47.4% | $3,108-34.9% | $5,609-63.9% |
| Admin fee / account holder | $94 | $6,522-98.6% | $5,060-98.1% | $10,827-99.1% |