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 9-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 | $88,720 | $93,024-4.6% | $77,024+15.2% | $134,475-34.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -49.09% | 62.60%-111.7pp | 42.32%-91.4pp | 417.96%-467.1pp |
| Employer contribution / active EE | $7,840 | $3,418+129.4% | $2,812+178.8% | $4,740+65.4% |
| Participant deferral / active EE | $11,340 | $5,238+116.5% | $4,426+156.2% | $6,400+77.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |