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 | $50,789 | $92,703-45.2% | $82,719-38.6% | $134,475-62.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -23.69% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,516 | $3,274-53.7% | $3,009-49.6% | $4,740-68.0% |
| Participant deferral / active EE | $6,890 | $4,802+43.5% | $4,395+56.8% | $6,400+7.7% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |