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 | $60,513 | $92,703-34.7% | $82,719-26.8% | $134,475-55.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -27.58% | 944.92%-972.5pp | 701.18%-728.8pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,669 | $3,274-49.0% | $3,009-44.5% | $4,740-64.8% |
| Participant deferral / active EE | $6,826 | $4,802+42.1% | $4,395+55.3% | $6,400+6.7% |
| Admin fee / account holder | $19 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |