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 | $47,645 | $77,813-38.8% | $123,544-61.4% | $64,186-25.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -8.32% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,312 | $3,014-23.3% | $4,628-50.0% | $2,381-2.9% |
| Participant deferral / active EE | $6,588 | $5,240+25.7% | $6,426+2.5% | $3,470+89.9% |
| Admin fee / account holder | $265 | $5,519-95.2% | $9,284-97.1% | $4,888-94.6% |