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 | $30,741 | $64,307-52.2% | $57,343-46.4% | $125,391-75.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | -4.45% | 25.12%-29.6pp | 24.39%-28.8pp | 282.22%-286.7pp |
| Employer contribution / active EE | $4,919 | $3,193+54.1% | $2,689+83.0% | $4,866+1.1% |
| Participant deferral / active EE | $11,874 | $3,848+208.5% | $3,162+275.5% | $5,352+121.9% |
| Admin fee / account holder | $91 | $5,242-98.3% | $3,356-97.3% | $9,540-99.1% |