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 8-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 | $41,847 | $90,600-53.8% | $79,464-47.3% | $135,375-69.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -11.78% | 977.43%-989.2pp | 718.14%-729.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,932 | $3,068-4.4% | $2,800+4.7% | $4,779-38.6% |
| Participant deferral / active EE | $7,728 | $4,050+90.8% | $3,704+108.7% | $5,609+37.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |