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 | $59,172 | $60,124-1.6% | $90,404-34.5% | $79,858-25.9% |
| Participation rate | 93.1% | 65.0%+28.1pp | 72.7%+20.4pp | 69.6%+23.5pp |
| Annual return | 10.23% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,533 | $2,068+22.5% | $3,262-22.3% | $2,471+2.5% |
| Participant deferral / active EE | $5,992 | $2,938+103.9% | $3,963+51.2% | $3,740+60.2% |
| Admin fee / account holder | $1 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |