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 | $46,474 | $176,377-73.7% | $134,143-65.4% | $158,922-70.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -12.05% | 63.63%-75.7pp | 36.33%-48.4pp | 302.83%-314.9pp |
| Employer contribution / active EE | $1,486 | $5,040-70.5% | $3,704-59.9% | $4,761-68.8% |
| Participant deferral / active EE | $6,268 | $4,091+53.2% | $3,499+79.1% | $5,982+4.8% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |