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 | $33,582 | $105,998-68.3% | $92,233-63.6% | $147,584-77.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | -1.53% | 50.05%-51.6pp | 176.28%-177.8pp | 578.55%-580.1pp |
| Employer contribution / active EE | $1,294 | $4,333-70.1% | $3,679-64.8% | $4,876-73.5% |
| Participant deferral / active EE | $7,454 | $4,478+66.5% | $3,897+91.3% | $5,439+37.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |