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 | $25,781 | $90,600-71.5% | $79,464-67.6% | $135,375-81.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -12.34% | 977.43%-989.8pp | 718.14%-730.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,176 | $3,068-29.1% | $2,800-22.3% | $4,779-54.5% |
| Participant deferral / active EE | $4,107 | $4,050+1.4% | $3,704+10.9% | $5,609-26.8% |
| Admin fee / account holder | $3 | $5,907-100.0% | $5,113-99.9% | $10,827-100.0% |