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 | $53,619 | $97,757-45.2% | $83,848-36.1% | $135,375-60.4% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -10.08% | 1287.37%-1297.4pp | 850.88%-861.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,300 | $4,222-21.8% | $3,631-9.1% | $4,779-30.9% |
| Participant deferral / active EE | $7,485 | $4,682+59.9% | $4,082+83.4% | $5,609+33.5% |
| Admin fee / account holder | $166 | $6,674-97.5% | $5,478-97.0% | $10,827-98.5% |