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 | $59,242 | $84,527-29.9% | $67,711-12.5% | $125,391-52.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -9.87% | 2.57%-12.4pp | 25.41%-35.3pp | 282.22%-292.1pp |
| Employer contribution / active EE | $11,443 | $3,292+247.6% | $2,559+347.1% | $4,866+135.2% |
| Participant deferral / active EE | $3,835 | $4,429-13.4% | $3,585+7.0% | $5,352-28.3% |
| Admin fee / account holder | $37 | $5,340-99.3% | $4,255-99.1% | $9,540-99.6% |