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 | $68,244 | $76,000-10.2% | $154,107-55.7% | $64,186+6.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.21% | 30.32%-41.5pp | 735.12%-746.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $3,442 | $3,351+2.7% | $5,298-35.0% | $2,381+44.6% |
| Participant deferral / active EE | $5,532 | $3,175+74.2% | $5,081+8.9% | $3,470+59.5% |
| Admin fee / account holder | $35 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |