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 | $218,642 | $117,983+85.3% | $101,794+114.8% | $142,382+53.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | -26.88% | 36.92%-63.8pp | 30.53%-57.4pp | 217.08%-244.0pp |
| Employer contribution / active EE | $1,658 | $2,773-40.2% | $2,289-27.6% | $4,299-61.4% |
| Participant deferral / active EE | $2,901 | $4,714-38.5% | $4,084-29.0% | $6,507-55.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |