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 | $44,869 | $97,757-54.1% | $83,848-46.5% | $135,375-66.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -10.69% | 1287.37%-1298.1pp | 850.88%-861.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,558 | $4,222-15.7% | $3,631-2.0% | $4,779-25.5% |
| Participant deferral / active EE | $4,149 | $4,682-11.4% | $4,082+1.7% | $5,609-26.0% |
| Admin fee / account holder | $113 | $6,674-98.3% | $5,478-97.9% | $10,827-99.0% |