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 | $42,847 | $138,065-69.0% | $123,544-65.3% | $135,375-68.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.56% | 153.68%-163.2pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,476 | $5,151-71.4% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $6,310 | $6,799-7.2% | $6,426-1.8% | $5,609+12.5% |
| Admin fee / account holder | $203 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |