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 7-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 | $70,975 | $167,484-57.6% | $151,611-53.2% | $134,475-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.87% | 7.80%-31.7pp | 3.33%-27.2pp | 417.96%-441.8pp |
| Employer contribution / active EE | $14,581 | $6,829+113.5% | $6,166+136.5% | $4,740+207.6% |
| Participant deferral / active EE | $11,667 | $8,986+29.8% | $8,363+39.5% | $6,400+82.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |