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 | $86,344 | $138,044-37.5% | $125,339-31.1% | $134,475-35.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -29.80% | 750.33%-780.1pp | 572.05%-601.9pp | 417.96%-447.8pp |
| Employer contribution / active EE | $2,266 | $5,243-56.8% | $4,814-52.9% | $4,740-52.2% |
| Participant deferral / active EE | $4,833 | $7,799-38.0% | $7,446-35.1% | $6,400-24.5% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |