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 | $96,340 | $106,515-9.6% | $96,683-0.4% | $139,434-30.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -4.72% | 38.43%-43.1pp | 35.69%-40.4pp | 372.94%-377.7pp |
| Employer contribution / active EE | $1,965 | $4,103-52.1% | $3,737-47.4% | $4,751-58.6% |
| Participant deferral / active EE | $3,707 | $5,454-32.0% | $4,878-24.0% | $6,710-44.8% |
| Admin fee / account holder | $58 | $7,877-99.3% | $6,730-99.1% | $11,403-99.5% |