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 | $71,320 | $82,630-13.7% | $64,105+11.3% | $125,391-43.1% |
| Participation rate | 70.0% | 75.9%-5.9pp | 68.2%+1.8pp | 83.2%-13.2pp |
| Annual return | -8.89% | 1489.72%-1498.6pp | 791.24%-800.1pp | 282.22%-291.1pp |
| Employer contribution / active EE | $1,286 | $2,671-51.9% | $1,820-29.3% | $4,866-73.6% |
| Participant deferral / active EE | $4,885 | $3,608+35.4% | $2,822+73.1% | $5,352-8.7% |
| Admin fee / account holder | $53 | $6,382-99.2% | $4,499-98.8% | $9,540-99.4% |