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 | $76,000 | $181,894-58.2% | $156,549-51.5% | $273,961-72.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.62% | 30.74%-35.4pp | 32.23%-36.8pp | 41.45%-46.1pp |
| Employer contribution / active EE | $4,015 | $6,248-35.7% | $5,501-27.0% | $4,869-17.5% |
| Participant deferral / active EE | $2,368 | $5,550-57.3% | $4,871-51.4% | $5,287-55.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |