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 | $50,156 | $72,400-30.7% | $67,502-25.7% | $145,922-65.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -15.87% | 7182.46%-7198.3pp | 3512.12%-3528.0pp | 561.29%-577.2pp |
| Employer contribution / active EE | $6,680 | $3,069+117.7% | $2,731+144.6% | $4,660+43.4% |
| Participant deferral / active EE | $5,609 | $4,783+17.3% | $4,000+40.2% | $6,688-16.1% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |