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 | $83,660 | $91,911-9.0% | $68,793+21.6% | $135,375-38.2% |
| Participation rate | 85.7% | 76.7%+9.0pp | 72.2%+13.5pp | 82.6%+3.1pp |
| Annual return | -10.17% | -8.22%-1.9pp | -4.63%-5.5pp | 519.73%-529.9pp |
| Employer contribution / active EE | $4,363 | $3,924+11.2% | $2,625+66.2% | $4,779-8.7% |
| Participant deferral / active EE | $7,855 | $4,315+82.0% | $3,311+137.2% | $5,609+40.0% |
| Admin fee / account holder | $277 | $9,240-97.0% | $5,131-94.6% | $10,827-97.4% |