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 7-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 | $66,665 | $95,862-30.5% | $79,550-16.2% | $134,475-50.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -22.99% | -2.69%-20.3pp | 0.16%-23.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,822 | $3,128-41.7% | $2,413-24.5% | $4,740-61.6% |
| Participant deferral / active EE | $14,600 | $4,693+211.1% | $3,985+266.4% | $6,400+128.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |