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 | $89,393 | $140,588-36.4% | $123,104-27.4% | $125,391-28.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.97% | 16.80%-20.8pp | 13.22%-17.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $5,045 | $6,041-16.5% | $5,151-2.1% | $4,866+3.7% |
| Participant deferral / active EE | $6,497 | $6,980-6.9% | $6,230+4.3% | $5,352+21.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |