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 3-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 | $35,036 | $84,527-58.6% | $67,711-48.3% | $125,391-72.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -6.68% | 2.57%-9.3pp | 25.41%-32.1pp | 282.22%-288.9pp |
| Employer contribution / active EE | $3,422 | $3,292+4.0% | $2,559+33.7% | $4,866-29.7% |
| Participant deferral / active EE | $9,572 | $4,429+116.1% | $3,585+167.0% | $5,352+78.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |