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 5-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 | $61,218 | $167,484-63.4% | $151,611-59.6% | $134,475-54.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.39% | 7.80%-36.2pp | 3.33%-31.7pp | 417.96%-446.4pp |
| Employer contribution / active EE | $8,627 | $6,829+26.3% | $6,166+39.9% | $4,740+82.0% |
| Participant deferral / active EE | $17,744 | $8,986+97.5% | $8,363+112.2% | $6,400+177.3% |
| Admin fee / account holder | $172 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |