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 | $82,323 | $102,616-19.8% | $81,983+0.4% | $158,922-48.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -10.14% | 61.04%-71.2pp | 41.31%-51.4pp | 302.83%-313.0pp |
| Employer contribution / active EE | $2,672 | $3,240-17.5% | $2,498+7.0% | $4,761-43.9% |
| Participant deferral / active EE | $5,592 | $4,648+20.3% | $3,722+50.2% | $5,982-6.5% |
| Admin fee / account holder | $216 | $8,235-97.4% | $5,664-96.2% | $11,246-98.1% |