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 | $65,306 | $133,958-51.2% | $112,228-41.8% | $134,475-51.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -30.30% | 47.11%-77.4pp | 27.45%-57.8pp | 417.96%-448.3pp |
| Employer contribution / active EE | $2,089 | $4,038-48.3% | $3,635-42.5% | $4,740-55.9% |
| Participant deferral / active EE | $7,169 | $5,291+35.5% | $4,728+51.6% | $6,400+12.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |