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 | $21,928 | $97,757-77.6% | $83,848-73.8% | $135,375-83.8% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -10.61% | 1287.37%-1298.0pp | 850.88%-861.5pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,312 | $4,222-68.9% | $3,631-63.9% | $4,779-72.5% |
| Participant deferral / active EE | $4,769 | $4,682+1.9% | $4,082+16.8% | $5,609-15.0% |
| Admin fee / account holder | $1 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |