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 | $59,039 | $92,222-36.0% | $76,768-23.1% | $135,375-56.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -10.61% | 5.46%-16.1pp | 2.43%-13.0pp | 519.73%-530.3pp |
| Employer contribution / active EE | $4,418 | $3,216+37.4% | $2,485+77.8% | $4,779-7.5% |
| Participant deferral / active EE | $4,460 | $4,509-1.1% | $3,852+15.8% | $5,609-20.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |