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 | $34,386 | $138,065-75.1% | $123,544-72.2% | $135,375-74.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -10.66% | 153.68%-164.3pp | 119.20%-129.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,138 | $5,151-58.5% | $4,628-53.8% | $4,779-55.3% |
| Participant deferral / active EE | $3,000 | $6,799-55.9% | $6,426-53.3% | $5,609-46.5% |
| Admin fee / account holder | $285 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |