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 | $54,338 | $121,625-55.3% | $104,607-48.1% | $158,922-65.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | -7.08% | 465.26%-472.3pp | 340.46%-347.5pp | 302.83%-309.9pp |
| Employer contribution / active EE | $1,374 | $3,163-56.6% | $2,681-48.7% | $4,761-71.1% |
| Participant deferral / active EE | $3,794 | $4,177-9.2% | $3,740+1.5% | $5,982-36.6% |
| Admin fee / account holder | $97 | $7,787-98.8% | $6,473-98.5% | $11,246-99.1% |