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 | $99,310 | $87,540+13.4% | $75,781+31.0% | $125,391-20.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -11.25% | 13.48%-24.7pp | 9.68%-20.9pp | 282.22%-293.5pp |
| Employer contribution / active EE | $1,784 | $3,930-54.6% | $3,323-46.3% | $4,866-63.3% |
| Participant deferral / active EE | $4,239 | $4,229+0.2% | $3,651+16.1% | $5,352-20.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |