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 | $96,653 | $162,781-40.6% | $133,956-27.8% | $158,922-39.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.53% | 41.94%-50.5pp | 45.09%-53.6pp | 302.83%-311.4pp |
| Employer contribution / active EE | $1,705 | $4,975-65.7% | $3,919-56.5% | $4,761-64.2% |
| Participant deferral / active EE | $5,486 | $5,911-7.2% | $5,048+8.7% | $5,982-8.3% |
| Admin fee / account holder | $39 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |