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 | $51,523 | $168,632-69.4% | $147,614-65.1% | $125,391-58.9% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -16.07% | 77.65%-93.7pp | 61.98%-78.1pp | 282.22%-298.3pp |
| Employer contribution / active EE | $16,899 | $6,252+170.3% | $5,564+203.7% | $4,866+247.3% |
| Participant deferral / active EE | $14,725 | $5,507+167.4% | $4,895+200.8% | $5,352+175.2% |
| Admin fee / account holder | $250 | $13,580-98.2% | $11,611-97.8% | $9,540-97.4% |