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 9-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 | $37,780 | $109,982-65.6% | $97,226-61.1% | $145,922-74.1% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | -41.01% | 242.90%-283.9pp | 75.13%-116.1pp | 561.29%-602.3pp |
| Employer contribution / active EE | $1,336 | $3,084-56.7% | $2,729-51.0% | $4,660-71.3% |
| Participant deferral / active EE | $2,764 | $4,676-40.9% | $4,264-35.2% | $6,688-58.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |