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 | $72,454 | $105,630-31.4% | $87,507-17.2% | $273,961-73.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -28.68% | 12.25%-40.9pp | 12.21%-40.9pp | 41.45%-70.1pp |
| Employer contribution / active EE | $20,085 | $3,141+539.5% | $2,550+687.7% | $4,869+312.5% |
| Participant deferral / active EE | $12,000 | $3,601+233.3% | $3,149+281.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |