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 | $35,553 | $86,699-59.0% | $73,307-51.5% | $125,391-71.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.82% | 2.78%-6.6pp | 5.67%-9.5pp | 282.22%-286.0pp |
| Employer contribution / active EE | $11,043 | $4,152+166.0% | $3,237+241.1% | $4,866+126.9% |
| Participant deferral / active EE | $6,709 | $5,550+20.9% | $4,991+34.4% | $5,352+25.4% |
| Admin fee / account holder | $15 | $7,771-99.8% | $5,637-99.7% | $9,540-99.8% |