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 | $40,767 | $87,540-53.4% | $75,781-46.2% | $125,391-67.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -4.65% | 13.48%-18.1pp | 9.68%-14.3pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,482 | $3,930-62.3% | $3,323-55.4% | $4,866-69.5% |
| Participant deferral / active EE | $1,772 | $4,229-58.1% | $3,651-51.5% | $5,352-66.9% |
| Admin fee / account holder | $1 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |