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 7-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 | $50,994 | $93,024-45.2% | $77,024-33.8% | $134,475-62.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -21.52% | 62.60%-84.1pp | 42.32%-63.8pp | 417.96%-439.5pp |
| Employer contribution / active EE | $3,392 | $3,418-0.8% | $2,812+20.6% | $4,740-28.4% |
| Participant deferral / active EE | $11,683 | $5,238+123.0% | $4,426+163.9% | $6,400+82.6% |
| Admin fee / account holder | $82 | $6,944-98.8% | $5,425-98.5% | $11,426-99.3% |