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 6-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 | $49,535 | $133,958-63.0% | $112,228-55.9% | $134,475-63.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.09% | 47.11%-70.2pp | 27.45%-50.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $5,454 | $4,038+35.1% | $3,635+50.1% | $4,740+15.1% |
| Participant deferral / active EE | $13,636 | $5,291+157.7% | $4,728+188.4% | $6,400+113.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |