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 | $45,046 | $75,935-40.7% | $60,547-25.6% | $125,391-64.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.48% | -5.38%+0.9pp | 335.64%-340.1pp | 282.22%-286.7pp |
| Employer contribution / active EE | $3,780 | $3,438+9.9% | $2,419+56.2% | $4,866-22.3% |
| Participant deferral / active EE | $15,177 | $4,506+236.8% | $3,328+356.1% | $5,352+183.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |