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 | $87,823 | $90,600-3.1% | $79,464+10.5% | $135,375-35.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -10.27% | 977.43%-987.7pp | 718.14%-728.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,103 | $3,068+1.1% | $2,800+10.8% | $4,779-35.1% |
| Participant deferral / active EE | $4,550 | $4,050+12.3% | $3,704+22.8% | $5,609-18.9% |
| Admin fee / account holder | $55 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |