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 | $47,410 | $167,307-71.7% | $143,757-67.0% | $134,475-64.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -24.79% | 0.46%-25.3pp | -0.04%-24.8pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,895 | $5,619-48.5% | $4,951-41.5% | $4,740-38.9% |
| Participant deferral / active EE | $2,990 | $6,446-53.6% | $5,637-47.0% | $6,400-53.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |