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 | $42,093 | $127,100-66.9% | $105,738-60.2% | $135,375-68.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | -14.34% | 4.49%-18.8pp | 6.27%-20.6pp | 519.73%-534.1pp |
| Employer contribution / active EE | $4,188 | $4,107+2.0% | $3,268+28.1% | $4,779-12.4% |
| Participant deferral / active EE | $8,223 | $5,064+62.4% | $4,080+101.5% | $5,609+46.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |