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 | $59,492 | $106,543-44.2% | $91,220-34.8% | $134,475-55.8% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.2%+17.3pp | 81.2%+9.3pp |
| Annual return | -24.41% | 160.60%-185.0pp | 114.01%-138.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $6,515 | $3,331+95.6% | $2,850+128.6% | $4,740+37.5% |
| Participant deferral / active EE | $3,779 | $4,719-19.9% | $4,234-10.7% | $6,400-41.0% |
| Admin fee / account holder | -$102 | $6,231-101.6% | $5,420-101.9% | $11,426-100.9% |