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 | $56,542 | $100,754-43.9% | $86,677-34.8% | $134,475-58.0% |
| Participation rate | 72.2% | 78.9%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -23.70% | 29.04%-52.7pp | 35.91%-59.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,734 | $5,338-67.5% | $4,656-62.7% | $6,400-72.9% |
| Admin fee / account holder | $299 | $10,926-97.3% | $7,493-96.0% | $11,426-97.4% |