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 | $109,937 | $88,707+23.9% | $74,183+48.2% | $273,961-59.9% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | -11.21% | 11.94%-23.2pp | 17.74%-28.9pp | 41.45%-52.7pp |
| Employer contribution / active EE | $10,952 | $3,159+246.7% | $2,370+362.1% | $4,869+125.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |