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 | $36,210 | $180,449-79.9% | $154,107-76.5% | $135,375-73.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -14.32% | 888.09%-902.4pp | 735.12%-749.4pp | 519.73%-534.1pp |
| Employer contribution / active EE | $2,735 | $6,035-54.7% | $5,298-48.4% | $4,779-42.8% |
| Participant deferral / active EE | $8,131 | $5,806+40.0% | $5,081+60.0% | $5,609+45.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |