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 | $95,437 | $198,466-51.9% | $170,442-44.0% | $147,584-35.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -2.40% | 257.29%-259.7pp | 205.93%-208.3pp | 578.55%-581.0pp |
| Employer contribution / active EE | $1,806 | $6,184-70.8% | $5,433-66.7% | $4,876-63.0% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $89 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |