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 | $55,542 | $168,632-67.1% | $147,614-62.4% | $125,391-55.7% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -3.74% | 77.65%-81.4pp | 61.98%-65.7pp | 282.22%-286.0pp |
| Employer contribution / active EE | $4,879 | $6,252-22.0% | $5,564-12.3% | $4,866+0.3% |
| Participant deferral / active EE | $2,549 | $5,507-53.7% | $4,895-47.9% | $5,352-52.4% |
| Admin fee / account holder | $120 | $13,580-99.1% | $11,611-99.0% | $9,540-98.7% |