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 | $42,282 | $131,829-67.9% | $108,579-61.1% | $273,961-84.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.80% | -91.57%+93.4pp | -51.70%+53.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,220 | $4,912-54.8% | $3,758-40.9% | $4,869-54.4% |
| Participant deferral / active EE | $4,699 | $5,127-8.3% | $4,311+9.0% | $5,287-11.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |