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 | $34,722 | $169,032-79.5% | $129,207-73.1% | $145,922-76.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | -12.57% | 14330.11%-14342.7pp | 9417.33%-9429.9pp | 561.29%-573.9pp |
| Employer contribution / active EE | $242 | $5,537-95.6% | $4,153-94.2% | $4,660-94.8% |
| Participant deferral / active EE | $1,696 | $4,987-66.0% | $4,168-59.3% | $6,688-74.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |