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 9-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 | $77,677 | $159,602-51.3% | $150,045-48.2% | $142,382-45.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -14.08% | 70.24%-84.3pp | 62.55%-76.6pp | 217.08%-231.2pp |
| Employer contribution / active EE | $2,964 | $4,961-40.3% | $4,693-36.9% | $4,299-31.1% |
| Participant deferral / active EE | $5,393 | $8,310-35.1% | $7,997-32.6% | $6,507-17.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |