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 | $87,893 | $197,591-55.5% | $177,821-50.6% | $158,922-44.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -9.13% | 58.76%-67.9pp | 48.32%-57.5pp | 302.83%-312.0pp |
| Employer contribution / active EE | $3,340 | $6,697-50.1% | $5,918-43.6% | $4,761-29.9% |
| Participant deferral / active EE | $9,197 | $8,405+9.4% | $7,714+19.2% | $5,982+53.7% |
| Admin fee / account holder | $13 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |