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 | $68,929 | $112,096-38.5% | $95,952-28.2% | $158,922-56.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.58% | 171.09%-171.7pp | 91.61%-92.2pp | 302.83%-303.4pp |
| Employer contribution / active EE | $38,611 | $3,198+1107.3% | $2,541+1419.5% | $4,761+711.0% |
| Participant deferral / active EE | $24,000 | $4,784+401.7% | $4,167+476.0% | $5,982+301.2% |
| Admin fee / account holder | $264 | $10,130-97.4% | $6,795-96.1% | $11,246-97.7% |