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 | $35,090 | $112,300-68.8% | $90,223-61.1% | $125,391-72.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -5.35% | -0.57%-4.8pp | 1.31%-6.7pp | 282.22%-287.6pp |
| Employer contribution / active EE | $9,664 | $5,181+86.5% | $4,378+120.7% | $4,866+98.6% |
| Participant deferral / active EE | $5,233 | $6,733-22.3% | $5,792-9.6% | $5,352-2.2% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |