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 | $71,928 | $142,344-49.5% | $119,609-39.9% | $134,475-46.5% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -23.98% | -12.44%-11.5pp | -14.97%-9.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $3,620 | $5,222-30.7% | $4,232-14.5% | $4,740-23.6% |
| Participant deferral / active EE | $7,970 | $6,469+23.2% | $5,602+42.3% | $6,400+24.5% |
| Admin fee / account holder | $9 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |