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 | $52,950 | $92,222-42.6% | $76,768-31.0% | $135,375-60.9% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -10.32% | 5.46%-15.8pp | 2.43%-12.8pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,427 | $3,216-24.5% | $2,485-2.3% | $4,779-49.2% |
| Participant deferral / active EE | $5,632 | $4,509+24.9% | $3,852+46.2% | $5,609+0.4% |
| Admin fee / account holder | -$17 | $10,748-100.2% | $6,675-100.3% | $10,827-100.2% |