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 | $66,652 | $62,586+6.5% | $76,768-13.2% | $64,186+3.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.57% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $880 | $1,832-52.0% | $2,485-64.6% | $2,381-63.0% |
| Participant deferral / active EE | $2,437 | $3,145-22.5% | $3,852-36.7% | $3,470-29.7% |
| Admin fee / account holder | $125 | $4,667-97.3% | $6,675-98.1% | $4,888-97.4% |