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 | $33,450 | $99,020-66.2% | $86,590-61.4% | $147,584-77.3% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | -8.75% | 1312.34%-1321.1pp | 964.84%-973.6pp | 578.55%-587.3pp |
| Employer contribution / active EE | $1,854 | $3,132-40.8% | $2,839-34.7% | $4,876-62.0% |
| Participant deferral / active EE | $4,142 | $3,972+4.3% | $3,609+14.8% | $5,439-23.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |