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 | $48,586 | $109,327-55.6% | $89,391-45.6% | $158,922-69.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.12% | 345.68%-345.8pp | 245.62%-245.7pp | 302.83%-302.9pp |
| Employer contribution / active EE | $1,949 | $3,170-38.5% | $2,586-24.6% | $4,761-59.1% |
| Participant deferral / active EE | $1,526 | $4,598-66.8% | $3,890-60.8% | $5,982-74.5% |
| Admin fee / account holder | $30 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |