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 | $52,276 | $167,484-68.8% | $151,611-65.5% | $134,475-61.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.28% | 7.80%-29.1pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,439 | $6,829-64.3% | $6,166-60.5% | $4,740-48.5% |
| Participant deferral / active EE | $4,382 | $8,986-51.2% | $8,363-47.6% | $6,400-31.5% |
| Admin fee / account holder | $100 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |