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 | $58,301 | $211,958-72.5% | $169,463-65.6% | $135,375-56.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -10.32% | 3.26%-13.6pp | 1.83%-12.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $13,967 | $5,120+172.8% | $4,159+235.8% | $4,779+192.3% |
| Participant deferral / active EE | $7,108 | $6,075+17.0% | $5,277+34.7% | $5,609+26.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |