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 | $34,334 | $97,044-64.6% | $83,333-58.8% | $135,375-74.6% |
| Participation rate | 70.0% | 80.4%-10.4pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -10.88% | 12.31%-23.2pp | 10.63%-21.5pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,831 | $4,143-55.8% | $3,379-45.8% | $4,779-61.7% |
| Participant deferral / active EE | $5,933 | $5,964-0.5% | $5,565+6.6% | $5,609+5.8% |
| Admin fee / account holder | $94 | $8,380-98.9% | $7,510-98.7% | $10,827-99.1% |