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 | $60,134 | $180,449-66.7% | $154,107-61.0% | $135,375-55.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -10.33% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,162 | $6,035-47.6% | $5,298-40.3% | $4,779-33.8% |
| Participant deferral / active EE | $6,804 | $5,806+17.2% | $5,081+33.9% | $5,609+21.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |