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 | $29,360 | $190,805-84.6% | $159,960-81.6% | $134,475-78.2% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -21.11% | 552.23%-573.3pp | 408.60%-429.7pp | 417.96%-439.1pp |
| Employer contribution / active EE | $4,425 | $4,995-11.4% | $4,226+4.7% | $4,740-6.6% |
| Participant deferral / active EE | $1,668 | $6,923-75.9% | $6,182-73.0% | $6,400-73.9% |
| Admin fee / account holder | $225 | $10,471-97.9% | $8,698-97.4% | $11,426-98.0% |