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 | $235,860 | $117,381+100.9% | $99,443+137.2% | $152,861+54.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -3.31% | 31.87%-35.2pp | 30.72%-34.0pp | 345.32%-348.6pp |
| Employer contribution / active EE | $688 | $3,013-77.2% | $2,540-72.9% | $4,762-85.6% |
| Participant deferral / active EE | $3,303 | $4,086-19.2% | $3,619-8.7% | $5,850-43.5% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |