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 | $68,728 | $181,894-62.2% | $156,549-56.1% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.02% | 30.74%-30.8pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,435 | $6,248-29.0% | $5,501-19.4% | $4,869-8.9% |
| Participant deferral / active EE | $6,385 | $5,550+15.0% | $4,871+31.1% | $5,287+20.8% |
| Admin fee / account holder | $114 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |