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 | $27,922 | $90,503-69.1% | $78,689-64.5% | $273,961-89.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.13% | 75.60%-77.7pp | 62.18%-64.3pp | 41.45%-43.6pp |
| Employer contribution / active EE | $1,112 | $3,176-65.0% | $2,851-61.0% | $4,869-77.2% |
| Participant deferral / active EE | $3,691 | $3,901-5.4% | $3,517+5.0% | $5,287-30.2% |
| Admin fee / account holder | $234 | $5,263-95.5% | $4,510-94.8% | $10,132-97.7% |