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 | $59,514 | $92,703-35.8% | $82,719-28.1% | $134,475-55.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -21.11% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,185 | $3,274-33.3% | $3,009-27.4% | $4,740-53.9% |
| Participant deferral / active EE | $1,164 | $4,802-75.8% | $4,395-73.5% | $6,400-81.8% |
| Admin fee / account holder | $7 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |