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 | $81,637 | $113,935-28.3% | $94,224-13.4% | $125,391-34.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.04% | 5.29%-11.3pp | 10.68%-16.7pp | 282.22%-288.3pp |
| Employer contribution / active EE | $3,226 | $4,727-31.7% | $3,587-10.0% | $4,866-33.7% |
| Participant deferral / active EE | $3,704 | $5,179-28.5% | $4,320-14.3% | $5,352-30.8% |
| Admin fee / account holder | $1 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |