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 | $74,178 | $138,065-46.3% | $123,544-40.0% | $135,375-45.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -10.36% | 153.68%-164.0pp | 119.20%-129.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,823 | $5,151-45.2% | $4,628-39.0% | $4,779-40.9% |
| Participant deferral / active EE | $6,979 | $6,799+2.6% | $6,426+8.6% | $5,609+24.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |