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 10-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 | $36,576 | $73,004-49.9% | $90,749-59.7% | $68,494-46.6% |
| Participation rate | 98.2% | 70.8%+27.4pp | 75.7%+22.5pp | 67.9%+30.3pp |
| Annual return | -20.25% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,125 | $2,193-3.1% | $2,921-27.2% | $2,596-18.2% |
| Participant deferral / active EE | $2,898 | $3,627-20.1% | $4,564-36.5% | $4,027-28.0% |
| Admin fee / account holder | $5 | $5,896-99.9% | $8,445-99.9% | $5,403-99.9% |