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 | $83,209 | $140,940-41.0% | $112,229-25.9% | $139,434-40.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -1.77% | 32.71%-34.5pp | 30.20%-32.0pp | 372.94%-374.7pp |
| Employer contribution / active EE | $2,484 | $4,283-42.0% | $3,430-27.6% | $4,751-47.7% |
| Participant deferral / active EE | $3,245 | $5,874-44.8% | $4,798-32.4% | $6,710-51.6% |
| Admin fee / account holder | $114 | $9,954-98.9% | $7,748-98.5% | $11,403-99.0% |