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 | $51,267 | $64,307-20.3% | $57,343-10.6% | $125,391-59.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | -3.36% | 25.12%-28.5pp | 24.39%-27.7pp | 282.22%-285.6pp |
| Employer contribution / active EE | $3,298 | $3,193+3.3% | $2,689+22.7% | $4,866-32.2% |
| Participant deferral / active EE | $4,687 | $3,848+21.8% | $3,162+48.2% | $5,352-12.4% |
| Admin fee / account holder | $256 | $5,242-95.1% | $3,356-92.4% | $9,540-97.3% |