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 | $69,032 | $133,958-48.5% | $112,228-38.5% | $134,475-48.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.61% | 47.11%-67.7pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,377 | $4,038-16.4% | $3,635-7.1% | $4,740-28.8% |
| Participant deferral / active EE | $3,568 | $5,291-32.6% | $4,728-24.5% | $6,400-44.3% |
| Admin fee / account holder | $3 | $7,489-100.0% | $6,410-99.9% | $11,426-100.0% |