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 | $62,000 | $90,590-31.6% | $90,782-31.7% | $135,375-54.2% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -11.07% | -3.40%-7.7pp | -3.42%-7.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,952 | $4,352-32.2% | $4,105-28.1% | $4,779-38.2% |
| Participant deferral / active EE | $3,074 | $5,407-43.1% | $5,366-42.7% | $5,609-45.2% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |