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 | $64,360 | $94,529-31.9% | $140,016-54.0% | $64,186+0.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.01% | 7.77%-15.8pp | 651.12%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,211 | $3,812-42.0% | $5,606-60.6% | $2,381-7.1% |
| Participant deferral / active EE | $6,682 | $5,250+27.3% | $6,927-3.5% | $3,470+92.6% |
| Admin fee / account holder | $296 | $6,741-95.6% | $10,705-97.2% | $4,888-93.9% |