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 | $81,799 | $95,971-14.8% | $74,550+9.7% | $135,375-39.6% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -9.98% | 56.96%-66.9pp | 32.53%-42.5pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,781 | $2,716-34.4% | $1,961-9.2% | $4,779-62.7% |
| Participant deferral / active EE | $4,792 | $3,843+24.7% | $3,108+54.2% | $5,609-14.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |