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 | $112,118 | $70,606+58.8% | $53,898+108.0% | $142,382-21.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -7.58% | 619.81%-627.4pp | 528.60%-536.2pp | 217.08%-224.7pp |
| Employer contribution / active EE | $1,400 | $1,202+16.5% | $932+50.2% | $4,299-67.4% |
| Participant deferral / active EE | $2,100 | $2,364-11.2% | $1,826+15.0% | $6,507-67.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |