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 5-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 | $47,429 | $107,452-55.9% | $91,541-48.2% | $142,382-66.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -7.17% | 22.06%-29.2pp | 20.50%-27.7pp | 217.08%-224.2pp |
| Employer contribution / active EE | $955 | $2,994-68.1% | $2,505-61.9% | $4,299-77.8% |
| Participant deferral / active EE | $1,168 | $4,754-75.4% | $4,008-70.9% | $6,507-82.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |