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 9-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 | $57,714 | $180,449-68.0% | $154,107-62.5% | $135,375-57.4% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -9.04% | 888.09%-897.1pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,050 | $6,035-66.0% | $5,298-61.3% | $4,779-57.1% |
| Participant deferral / active EE | $3,082 | $5,806-46.9% | $5,081-39.3% | $5,609-45.0% |
| Admin fee / account holder | $92 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |