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 | $75,352 | $160,055-52.9% | $140,016-46.2% | $135,375-44.3% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -11.18% | 911.38%-922.6pp | 651.12%-662.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,900 | $6,420-39.3% | $5,606-30.4% | $4,779-18.4% |
| Participant deferral / active EE | $9,236 | $7,642+20.9% | $6,927+33.3% | $5,609+64.7% |
| Admin fee / account holder | $2 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |