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 | $45,551 | $61,660-26.1% | $80,019-43.1% | $64,186-29.0% |
| Participation rate | 96.6% | 71.7%+24.9pp | 75.8%+20.7pp | 69.6%+27.0pp |
| Annual return | -8.94% | -0.33%-8.6pp | 11.22%-20.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,220 | $1,810-32.6% | $2,468-50.6% | $2,381-48.8% |
| Participant deferral / active EE | $2,503 | $2,968-15.7% | $3,686-32.1% | $3,470-27.9% |
| Admin fee / account holder | $227 | $5,417-95.8% | $6,521-96.5% | $4,888-95.4% |