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 | $36,699 | $133,958-72.6% | $112,228-67.3% | $134,475-72.7% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -23.21% | 47.11%-70.3pp | 27.45%-50.7pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,154 | $4,038-46.7% | $3,635-40.7% | $4,740-54.6% |
| Participant deferral / active EE | $4,570 | $5,291-13.6% | $4,728-3.3% | $6,400-28.6% |
| Admin fee / account holder | $13 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |