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 | $69,307 | $181,894-61.9% | $156,549-55.7% | $273,961-74.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.02% | 30.74%-30.8pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,059 | $6,248-35.0% | $5,501-26.2% | $4,869-16.6% |
| Participant deferral / active EE | $4,154 | $5,550-25.2% | $4,871-14.7% | $5,287-21.4% |
| Admin fee / account holder | $180 | $15,559-98.8% | $13,027-98.6% | $10,132-98.2% |