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 | $34,390 | $180,449-80.9% | $154,107-77.7% | $135,375-74.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -10.77% | 888.09%-898.9pp | 735.12%-745.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,406 | $6,035-76.7% | $5,298-73.5% | $4,779-70.6% |
| Participant deferral / active EE | $5,389 | $5,806-7.2% | $5,081+6.1% | $5,609-3.9% |
| Admin fee / account holder | $87 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |