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 | $57,485 | $84,695-32.1% | $73,843-22.2% | $125,391-54.2% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -6.60% | 3123.53%-3130.1pp | 2267.84%-2274.4pp | 282.22%-288.8pp |
| Employer contribution / active EE | $3,782 | $3,123+21.1% | $2,787+35.7% | $4,866-22.3% |
| Participant deferral / active EE | $6,527 | $3,992+63.5% | $3,583+82.2% | $5,352+22.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |