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 | $74,261 | $102,966-27.9% | $90,281-17.7% | $152,861-51.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -5.21% | 95.16%-100.4pp | 78.10%-83.3pp | 345.32%-350.5pp |
| Employer contribution / active EE | $5,444 | $3,139+73.4% | $2,854+90.7% | $4,762+14.3% |
| Participant deferral / active EE | $4,770 | $4,281+11.4% | $3,885+22.8% | $5,850-18.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |