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 | $29,403 | $105,630-72.2% | $87,507-66.4% | $273,961-89.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -2.75% | 12.25%-15.0pp | 12.21%-15.0pp | 41.45%-44.2pp |
| Employer contribution / active EE | $1,344 | $3,141-57.2% | $2,550-47.3% | $4,869-72.4% |
| Participant deferral / active EE | $1,040 | $3,601-71.1% | $3,149-67.0% | $5,287-80.3% |
| Admin fee / account holder | $13 | $4,781-99.7% | $4,221-99.7% | $10,132-99.9% |