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 | $44,018 | $90,503-51.4% | $78,689-44.1% | $273,961-83.9% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | -2.15% | 75.60%-77.8pp | 62.18%-64.3pp | 41.45%-43.6pp |
| Employer contribution / active EE | $2,699 | $3,176-15.0% | $2,851-5.3% | $4,869-44.6% |
| Participant deferral / active EE | $4,623 | $3,901+18.5% | $3,517+31.4% | $5,287-12.6% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |