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 | $47,306 | $140,588-66.4% | $123,104-61.6% | $125,391-62.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.01% | 16.80%-21.8pp | 13.22%-18.2pp | 282.22%-287.2pp |
| Employer contribution / active EE | $3,649 | $6,041-39.6% | $5,151-29.2% | $4,866-25.0% |
| Participant deferral / active EE | $11,052 | $6,980+58.3% | $6,230+77.4% | $5,352+106.5% |
| Admin fee / account holder | $208 | $11,198-98.1% | $9,015-97.7% | $9,540-97.8% |