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 | $88,284 | $127,065-30.5% | $113,168-22.0% | $142,382-38.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | -31.99% | 24.03%-56.0pp | 24.27%-56.3pp | 217.08%-249.1pp |
| Employer contribution / active EE | $13,884 | $3,442+303.4% | $2,975+366.7% | $4,299+222.9% |
| Participant deferral / active EE | $9,638 | $5,716+68.6% | $5,107+88.7% | $6,507+48.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |