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 4-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 | $65,553 | $158,398-58.6% | $126,539-48.2% | $142,382-54.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | -11.47% | 593.76%-605.2pp | 425.95%-437.4pp | 217.08%-228.5pp |
| Employer contribution / active EE | $4,824 | $4,650+3.7% | $3,674+31.3% | $4,299+12.2% |
| Participant deferral / active EE | $10,987 | $4,767+130.5% | $4,083+169.1% | $6,507+68.8% |
| Admin fee / account holder | $65 | $6,918-99.1% | $6,065-98.9% | $12,624-99.5% |