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 | $38,538 | $138,065-72.1% | $123,544-68.8% | $135,375-71.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -9.58% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $5,853 | $5,151+13.6% | $4,628+26.5% | $4,779+22.5% |
| Participant deferral / active EE | $6,956 | $6,799+2.3% | $6,426+8.3% | $5,609+24.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |