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 | $65,137 | $180,449-63.9% | $154,107-57.7% | $135,375-51.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -18.53% | 888.09%-906.6pp | 735.12%-753.6pp | 519.73%-538.3pp |
| Employer contribution / active EE | $1,649 | $6,035-72.7% | $5,298-68.9% | $4,779-65.5% |
| Participant deferral / active EE | $8,750 | $5,806+50.7% | $5,081+72.2% | $5,609+56.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |