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 | $37,374 | $168,632-77.8% | $147,614-74.7% | $125,391-70.2% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -4.03% | 77.65%-81.7pp | 61.98%-66.0pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,474 | $6,252-76.4% | $5,564-73.5% | $4,866-69.7% |
| Participant deferral / active EE | $6,426 | $5,507+16.7% | $4,895+31.3% | $5,352+20.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |