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 10-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 | $23,098 | $75,828-69.5% | $147,614-84.4% | $59,632-61.3% |
| Participation rate | 76.9% | 71.6%+5.4pp | 84.6%-7.7pp | 68.7%+8.3pp |
| Annual return | -4.73% | 0.37%-5.1pp | 61.98%-66.7pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $3,126 | $3,485-10.3% | $5,564-43.8% | $2,203+41.9% |
| Participant deferral / active EE | $6,220 | $3,130+98.7% | $4,895+27.1% | $3,192+94.9% |
| Admin fee / account holder | $47 | $5,985-99.2% | $11,611-99.6% | $4,297-98.9% |