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 | $44,103 | $133,958-67.1% | $112,228-60.7% | $134,475-67.2% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -22.27% | 47.11%-69.4pp | 27.45%-49.7pp | 417.96%-440.2pp |
| Employer contribution / active EE | $982 | $4,038-75.7% | $3,635-73.0% | $4,740-79.3% |
| Participant deferral / active EE | $2,608 | $5,291-50.7% | $4,728-44.8% | $6,400-59.2% |
| Admin fee / account holder | $4 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |