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 | $68,369 | $127,386-46.3% | $115,037-40.6% | $125,391-45.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.70% | 31.28%-41.0pp | 26.14%-35.8pp | 282.22%-291.9pp |
| Employer contribution / active EE | $1,270 | $5,166-75.4% | $4,608-72.4% | $4,866-73.9% |
| Participant deferral / active EE | $6,700 | $6,423+4.3% | $6,026+11.2% | $5,352+25.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |