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 | $43,944 | $165,335-73.4% | $149,696-70.6% | $158,922-72.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.98% | 348.15%-353.1pp | 276.60%-281.6pp | 302.83%-307.8pp |
| Employer contribution / active EE | $3,242 | $5,103-36.5% | $4,644-30.2% | $4,761-31.9% |
| Participant deferral / active EE | $8,484 | $7,181+18.1% | $6,842+24.0% | $5,982+41.8% |
| Admin fee / account holder | $154 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |