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 | $40,054 | $159,602-74.9% | $150,045-73.3% | $142,382-71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -17.93% | 70.24%-88.2pp | 62.55%-80.5pp | 217.08%-235.0pp |
| Employer contribution / active EE | $2,247 | $4,961-54.7% | $4,693-52.1% | $4,299-47.7% |
| Participant deferral / active EE | $2,769 | $8,310-66.7% | $7,997-65.4% | $6,507-57.4% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |