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 | $16,555 | $97,757-83.1% | $83,848-80.3% | $135,375-87.8% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -11.60% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,765 | $4,222-58.2% | $3,631-51.4% | $4,779-63.1% |
| Participant deferral / active EE | $4,689 | $4,682+0.1% | $4,082+14.9% | $5,609-16.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |