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 | $68,153 | $64,307+6.0% | $57,343+18.9% | $125,391-45.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.1%+9.5pp | 83.2%+1.4pp |
| Annual return | -3.61% | 25.12%-28.7pp | 24.39%-28.0pp | 282.22%-285.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,906 | $3,848+131.4% | $3,162+181.6% | $5,352+66.4% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |