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 | $51,358 | $99,032-48.1% | $80,019-35.8% | $135,375-62.1% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -11.97% | 15.39%-27.4pp | 11.22%-23.2pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,909 | $3,043-37.3% | $2,468-22.6% | $4,779-60.0% |
| Participant deferral / active EE | $3,836 | $4,282-10.4% | $3,686+4.1% | $5,609-31.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |