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 7-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 | $65,520 | $133,958-51.1% | $112,228-41.6% | $134,475-51.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -28.77% | 47.11%-75.9pp | 27.45%-56.2pp | 417.96%-446.7pp |
| Employer contribution / active EE | $2,766 | $4,038-31.5% | $3,635-23.9% | $4,740-41.6% |
| Participant deferral / active EE | $10,801 | $5,291+104.2% | $4,728+128.5% | $6,400+68.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |