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 | $72,719 | $175,600-58.6% | $129,110-43.7% | $134,475-45.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | -21.03% | -11.39%-9.6pp | -10.94%-10.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,392 | $6,355-46.6% | $5,052-32.9% | $4,740-28.4% |
| Participant deferral / active EE | $9,432 | $7,975+18.3% | $6,542+44.2% | $6,400+47.4% |
| Admin fee / account holder | $212 | $23,567-99.1% | $14,302-98.5% | $11,426-98.1% |