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 | $40,561 | $168,632-75.9% | $147,614-72.5% | $125,391-67.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.00% | 77.65%-85.6pp | 61.98%-70.0pp | 282.22%-290.2pp |
| Employer contribution / active EE | $5,848 | $6,252-6.5% | $5,564+5.1% | $4,866+20.2% |
| Participant deferral / active EE | $5,320 | $5,507-3.4% | $4,895+8.7% | $5,352-0.6% |
| Admin fee / account holder | $288 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |