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 | $50,326 | $138,065-63.5% | $123,544-59.3% | $135,375-62.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -11.34% | 153.68%-165.0pp | 119.20%-130.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $4,105 | $5,151-20.3% | $4,628-11.3% | $4,779-14.1% |
| Participant deferral / active EE | $12,487 | $6,799+83.7% | $6,426+94.3% | $5,609+122.6% |
| Admin fee / account holder | $274 | $10,916-97.5% | $9,284-97.0% | $10,827-97.5% |