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 | $73,709 | $103,949-29.1% | $69,182+6.5% | $273,961-73.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -10.01% | 35.28%-45.3pp | -21.93%+11.9pp | 41.45%-51.5pp |
| Employer contribution / active EE | $2,230 | $1,783+25.1% | $1,206+84.9% | $4,869-54.2% |
| Participant deferral / active EE | $21,000 | $2,716+673.1% | $1,897+1007.0% | $5,287+297.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |