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 | $66,800 | $100,773-33.7% | $88,946-24.9% | $142,382-53.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | -26.04% | 70.18%-96.2pp | 57.82%-83.9pp | 217.08%-243.1pp |
| Employer contribution / active EE | $1,350 | $2,918-53.7% | $2,555-47.2% | $4,299-68.6% |
| Participant deferral / active EE | $1,777 | $5,230-66.0% | $4,581-61.2% | $6,507-72.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |