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 | $64,671 | $103,376-37.4% | $87,100-25.8% | $152,861-57.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 2.36% | 28.10%-25.7pp | 28.19%-25.8pp | 345.32%-343.0pp |
| Employer contribution / active EE | $3,256 | $3,220+1.1% | $2,521+29.1% | $4,762-31.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $157 | $12,205-98.7% | $7,497-97.9% | $11,596-98.6% |