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 | $55,808 | $76,000-26.6% | $154,107-63.8% | $64,186-13.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -8.78% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,054 | $3,351-38.7% | $5,298-61.2% | $2,381-13.7% |
| Participant deferral / active EE | $3,580 | $3,175+12.8% | $5,081-29.5% | $3,470+3.2% |
| Admin fee / account holder | $35 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |