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 | $105,399 | $133,958-21.3% | $112,228-6.1% | $134,475-21.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -20.65% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,448 | $4,038-39.4% | $3,635-32.7% | $4,740-48.4% |
| Participant deferral / active EE | $8,007 | $5,291+51.3% | $4,728+69.3% | $6,400+25.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |