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 | $86,154 | $181,894-52.6% | $156,549-45.0% | $273,961-68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.81% | 30.74%-32.6pp | 32.23%-34.0pp | 41.45%-43.3pp |
| Employer contribution / active EE | $5,204 | $6,248-16.7% | $5,501-5.4% | $4,869+6.9% |
| Participant deferral / active EE | $5,565 | $5,550+0.3% | $4,871+14.2% | $5,287+5.3% |
| Admin fee / account holder | $162 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |