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 | $72,752 | $105,630-31.1% | $87,507-16.9% | $273,961-73.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -0.23% | 12.25%-12.5pp | 12.21%-12.4pp | 41.45%-41.7pp |
| Employer contribution / active EE | $2,440 | $3,141-22.3% | $2,550-4.3% | $4,869-49.9% |
| Participant deferral / active EE | $17,094 | $3,601+374.7% | $3,149+442.9% | $5,287+223.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |