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 | $26,913 | $92,703-71.0% | $82,719-67.5% | $134,475-80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.12% | 944.92%-967.0pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $4,382 | $3,274+33.8% | $3,009+45.6% | $4,740-7.5% |
| Participant deferral / active EE | $5,173 | $4,802+7.7% | $4,395+17.7% | $6,400-19.2% |
| Admin fee / account holder | $295 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |