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 | $63,648 | $127,386-50.0% | $115,037-44.7% | $125,391-49.2% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | -3.92% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,762 | $5,166-46.5% | $4,608-40.1% | $4,866-43.2% |
| Participant deferral / active EE | $3,528 | $6,423-45.1% | $6,026-41.5% | $5,352-34.1% |
| Admin fee / account holder | $172 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |