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 | $60,267 | $113,935-47.1% | $94,224-36.0% | $125,391-51.9% |
| Participation rate | 82.4% | 82.9%-0.5pp | 78.8%+3.6pp | 83.2%-0.8pp |
| Annual return | -3.58% | 5.29%-8.9pp | 10.68%-14.3pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,908 | $4,727-59.6% | $3,587-46.8% | $4,866-60.8% |
| Participant deferral / active EE | $2,793 | $5,179-46.1% | $4,320-35.3% | $5,352-47.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |