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 | $23,370 | $87,540-73.3% | $75,781-69.2% | $125,391-81.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.38% | 13.48%-17.9pp | 9.68%-14.1pp | 282.22%-286.6pp |
| Employer contribution / active EE | $6,687 | $3,930+70.2% | $3,323+101.2% | $4,866+37.4% |
| Participant deferral / active EE | $5,755 | $4,229+36.1% | $3,651+57.6% | $5,352+7.5% |
| Admin fee / account holder | $163 | $6,502-97.5% | $5,299-96.9% | $9,540-98.3% |