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 | $56,946 | $97,757-41.7% | $83,848-32.1% | $135,375-57.9% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -10.32% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,890 | $4,222-55.2% | $3,631-48.0% | $4,779-60.5% |
| Participant deferral / active EE | $3,455 | $4,682-26.2% | $4,082-15.4% | $5,609-38.4% |
| Admin fee / account holder | $42 | $6,674-99.4% | $5,478-99.2% | $10,827-99.6% |