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 | $34,870 | $180,449-80.7% | $154,107-77.4% | $135,375-74.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.88% | 888.09%-898.0pp | 735.12%-745.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,607 | $6,035-73.4% | $5,298-69.7% | $4,779-66.4% |
| Participant deferral / active EE | $6,081 | $5,806+4.7% | $5,081+19.7% | $5,609+8.4% |
| Admin fee / account holder | $227 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |