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 | $90,086 | $180,449-50.1% | $154,107-41.5% | $135,375-33.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -15.26% | 888.09%-903.4pp | 735.12%-750.4pp | 519.73%-535.0pp |
| Employer contribution / active EE | $2,612 | $6,035-56.7% | $5,298-50.7% | $4,779-45.3% |
| Participant deferral / active EE | $3,799 | $5,806-34.6% | $5,081-25.2% | $5,609-32.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |