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 | $37,684 | $85,790-56.1% | $67,313-44.0% | $135,375-72.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | -10.40% | -0.54%-9.9pp | -4.08%-6.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,048 | $3,487-41.3% | $2,566-20.2% | $4,779-57.1% |
| Participant deferral / active EE | $5,246 | $4,651+12.8% | $3,568+47.0% | $5,609-6.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |