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 | $52,521 | $135,952-61.4% | $123,892-57.6% | $273,961-80.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.00% | 56.63%-60.6pp | 47.52%-51.5pp | 41.45%-45.5pp |
| Employer contribution / active EE | $2,429 | $5,170-53.0% | $4,617-47.4% | $4,869-50.1% |
| Participant deferral / active EE | $6,769 | $6,343+6.7% | $5,984+13.1% | $5,287+28.0% |
| Admin fee / account holder | $181 | $9,817-98.2% | $8,357-97.8% | $10,132-98.2% |