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 | $37,473 | $97,757-61.7% | $83,848-55.3% | $135,375-72.3% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -11.69% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,726 | $4,222-35.4% | $3,631-24.9% | $4,779-43.0% |
| Participant deferral / active EE | $8,398 | $4,682+79.4% | $4,082+105.7% | $5,609+49.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |