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 | $51,870 | $197,825-73.8% | $155,790-66.7% | $125,391-58.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.00% | 86.74%-90.7pp | 71.54%-75.5pp | 282.22%-286.2pp |
| Employer contribution / active EE | $5,617 | $4,847+15.9% | $3,836+46.4% | $4,866+15.4% |
| Participant deferral / active EE | $3,104 | $5,630-44.9% | $4,797-35.3% | $5,352-42.0% |
| Admin fee / account holder | $223 | $9,545-97.7% | $7,478-97.0% | $9,540-97.7% |