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 | $29,961 | $167,484-82.1% | $151,611-80.2% | $134,475-77.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.59% | 7.80%-37.4pp | 3.33%-32.9pp | 417.96%-447.6pp |
| Employer contribution / active EE | $3,762 | $6,829-44.9% | $6,166-39.0% | $4,740-20.6% |
| Participant deferral / active EE | $19,618 | $8,986+118.3% | $8,363+134.6% | $6,400+206.5% |
| Admin fee / account holder | $111 | $13,783-99.2% | $11,616-99.0% | $11,426-99.0% |