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 | $48,619 | $77,813-37.5% | $123,544-60.6% | $64,186-24.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.63% | 12.48%-22.1pp | 119.20%-128.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $4,731 | $3,014+57.0% | $4,628+2.2% | $2,381+98.7% |
| Participant deferral / active EE | $6,280 | $5,240+19.9% | $6,426-2.3% | $3,470+81.0% |
| Admin fee / account holder | $246 | $5,519-95.5% | $9,284-97.4% | $4,888-95.0% |