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 | $62,486 | $82,664-24.4% | $125,339-50.1% | $68,494-8.8% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -22.89% | -5.97%-16.9pp | 572.05%-594.9pp | -7.84%-15.1pp |
| Employer contribution / active EE | $3,865 | $3,381+14.3% | $4,814-19.7% | $2,596+48.9% |
| Participant deferral / active EE | $7,089 | $6,110+16.0% | $7,446-4.8% | $4,027+76.0% |
| Admin fee / account holder | $286 | $6,275-95.4% | $10,010-97.1% | $5,403-94.7% |