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 | $23,679 | $97,757-75.8% | $83,848-71.8% | $135,375-82.5% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -12.03% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,962 | $4,222-53.5% | $3,631-46.0% | $4,779-59.0% |
| Participant deferral / active EE | $5,876 | $4,682+25.5% | $4,082+44.0% | $5,609+4.8% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |