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 | $24,381 | $90,600-73.1% | $79,464-69.3% | $135,375-82.0% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -11.93% | 977.43%-989.4pp | 718.14%-730.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $2,402 | $3,068-21.7% | $2,800-14.2% | $4,779-49.7% |
| Participant deferral / active EE | $5,197 | $4,050+28.3% | $3,704+40.3% | $5,609-7.3% |
| Admin fee / account holder | $216 | $5,907-96.3% | $5,113-95.8% | $10,827-98.0% |