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 | $46,450 | $64,707-28.2% | $112,228-58.6% | $68,494-32.2% |
| Participation rate | 70.5% | 67.2%+3.3pp | 75.1%-4.6pp | 67.9%+2.6pp |
| Annual return | -20.37% | -11.40%-9.0pp | 27.45%-47.8pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,005 | $2,746-27.0% | $3,635-44.8% | $2,596-22.8% |
| Participant deferral / active EE | $3,655 | $3,565+2.5% | $4,728-22.7% | $4,027-9.2% |
| Admin fee / account holder | $298 | $5,232-94.3% | $6,410-95.4% | $5,403-94.5% |