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 8-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 | $70,385 | $92,703-24.1% | $82,719-14.9% | $134,475-47.7% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -21.26% | 944.92%-966.2pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,709 | $3,274-17.2% | $3,009-10.0% | $4,740-42.8% |
| Participant deferral / active EE | $6,612 | $4,802+37.7% | $4,395+50.4% | $6,400+3.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |