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 | $59,071 | $90,519-34.7% | $93,789-37.0% | $134,475-56.1% |
| Participation rate | 81.8% | 82.0%-0.1pp | 81.0%+0.9pp | 81.2%+0.6pp |
| Annual return | -22.98% | -15.72%-7.3pp | -11.33%-11.7pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,791 | $4,343-12.7% | $4,323-12.3% | $4,740-20.0% |
| Participant deferral / active EE | $6,711 | $5,978+12.3% | $6,094+10.1% | $6,400+4.9% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |