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 | $39,156 | $57,354-31.7% | $83,848-53.3% | $64,186-39.0% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -10.06% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $4,761 | $2,545+87.1% | $3,631+31.1% | $2,381+100.0% |
| Participant deferral / active EE | $4,285 | $2,993+43.2% | $4,082+5.0% | $3,470+23.5% |
| Admin fee / account holder | $198 | $4,046-95.1% | $5,478-96.4% | $4,888-96.0% |