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 | $37,729 | $138,065-72.7% | $123,544-69.5% | $135,375-72.1% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -11.21% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,225 | $5,151-37.4% | $4,628-30.3% | $4,779-32.5% |
| Participant deferral / active EE | $4,284 | $6,799-37.0% | $6,426-33.3% | $5,609-23.6% |
| Admin fee / account holder | $3 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |