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 | $50,449 | $93,024-45.8% | $77,024-34.5% | $134,475-62.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -34.31% | 62.60%-96.9pp | 42.32%-76.6pp | 417.96%-452.3pp |
| Employer contribution / active EE | $2,261 | $3,418-33.9% | $2,812-19.6% | $4,740-52.3% |
| Participant deferral / active EE | $37,733 | $5,238+620.4% | $4,426+752.4% | $6,400+489.6% |
| Admin fee / account holder | $180 | $6,944-97.4% | $5,425-96.7% | $11,426-98.4% |