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 | $60,804 | $138,065-56.0% | $123,544-50.8% | $135,375-55.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -12.50% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,192 | $5,151-57.5% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $6,325 | $6,799-7.0% | $6,426-1.6% | $5,609+12.8% |
| Admin fee / account holder | $287 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |