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 5-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 | $10,405 | $84,402-87.7% | $61,373-83.0% | $134,475-92.3% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -24.33% | 584.55%-608.9pp | 338.61%-362.9pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,531 | $1,544-0.9% | $1,159+32.0% | $4,740-67.7% |
| Participant deferral / active EE | $4,869 | $2,819+72.7% | $2,125+129.2% | $6,400-23.9% |
| Admin fee / account holder | $16 | $2,585-99.4% | $2,130-99.2% | $11,426-99.9% |