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 5-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 | $71,551 | $99,877-28.4% | $84,966-15.8% | $145,922-51.0% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | -24.54% | 83.76%-108.3pp | 66.38%-90.9pp | 561.29%-585.8pp |
| Employer contribution / active EE | $937 | $3,231-71.0% | $2,727-65.6% | $4,660-79.9% |
| Participant deferral / active EE | $1,808 | $5,291-65.8% | $4,519-60.0% | $6,688-73.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |