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 | $30,948 | $90,600-65.8% | $79,464-61.1% | $135,375-77.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -11.66% | 977.43%-989.1pp | 718.14%-729.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,879 | $3,068-38.8% | $2,800-32.9% | $4,779-60.7% |
| Participant deferral / active EE | $3,706 | $4,050-8.5% | $3,7040% | $5,609-33.9% |
| Admin fee / account holder | $79 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |