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 | $35,612 | $110,094-67.7% | $151,611-76.5% | $68,494-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.71% | -10.12%-10.6pp | 3.33%-24.0pp | -7.84%-12.9pp |
| Employer contribution / active EE | $5,173 | $4,471+15.7% | $6,166-16.1% | $2,596+99.3% |
| Participant deferral / active EE | $4,425 | $6,527-32.2% | $8,363-47.1% | $4,027+9.9% |
| Admin fee / account holder | $244 | $7,719-96.8% | $11,616-97.9% | $5,403-95.5% |