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 | $63,653 | $86,699-26.6% | $73,307-13.2% | $125,391-49.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -5.49% | 2.78%-8.3pp | 5.67%-11.2pp | 282.22%-287.7pp |
| Employer contribution / active EE | $4,655 | $4,152+12.1% | $3,237+43.8% | $4,866-4.3% |
| Participant deferral / active EE | $7,084 | $5,550+27.6% | $4,991+41.9% | $5,352+32.4% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |