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 | $51,987 | $97,757-46.8% | $83,848-38.0% | $135,375-61.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -10.03% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $9,603 | $4,222+127.5% | $3,631+164.5% | $4,779+100.9% |
| Participant deferral / active EE | $4,226 | $4,682-9.8% | $4,082+3.5% | $5,609-24.7% |
| Admin fee / account holder | $198 | $6,674-97.0% | $5,478-96.4% | $10,827-98.2% |