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 | $53,831 | $113,935-52.8% | $94,224-42.9% | $125,391-57.1% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | -4.88% | 5.29%-10.2pp | 10.68%-15.6pp | 282.22%-287.1pp |
| Employer contribution / active EE | $4,366 | $4,727-7.6% | $3,587+21.7% | $4,866-10.3% |
| Participant deferral / active EE | $4,058 | $5,179-21.6% | $4,320-6.1% | $5,352-24.2% |
| Admin fee / account holder | $69 | $8,391-99.2% | $6,269-98.9% | $9,540-99.3% |