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 | $69,895 | $228,332-69.4% | $185,823-62.4% | $158,922-56.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -2.74% | 40.80%-43.5pp | 35.95%-38.7pp | 302.83%-305.6pp |
| Employer contribution / active EE | $3,880 | $4,967-21.9% | $4,087-5.1% | $4,761-18.5% |
| Participant deferral / active EE | $6,719 | $6,415+4.7% | $5,632+19.3% | $5,982+12.3% |
| Admin fee / account holder | $4 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |