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 | $44,990 | $99,341-54.7% | $84,750-46.9% | $273,961-83.6% |
| Participation rate | 70.8% | 80.7%-9.9pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | -4.63% | 22.93%-27.6pp | 22.78%-27.4pp | 41.45%-46.1pp |
| Employer contribution / active EE | $873 | $4,214-79.3% | $3,574-75.6% | $4,869-82.1% |
| Participant deferral / active EE | $1,996 | $4,269-53.2% | $3,712-46.2% | $5,287-62.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |