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 | $54,444 | $168,632-67.7% | $147,614-63.1% | $125,391-56.6% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -3.75% | 77.65%-81.4pp | 61.98%-65.7pp | 282.22%-286.0pp |
| Employer contribution / active EE | $2,365 | $6,252-62.2% | $5,564-57.5% | $4,866-51.4% |
| Participant deferral / active EE | $6,152 | $5,507+11.7% | $4,895+25.7% | $5,352+15.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |