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 | $90,944 | $167,307-45.6% | $143,757-36.7% | $134,475-32.4% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -20.38% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,535 | $5,619-37.1% | $4,951-28.6% | $4,740-25.4% |
| Participant deferral / active EE | $7,022 | $6,446+8.9% | $5,637+24.6% | $6,400+9.7% |
| Admin fee / account holder | $136 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |