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 | $40,946 | $100,754-59.4% | $86,677-52.8% | $134,475-69.6% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -28.29% | 29.04%-57.3pp | 35.91%-64.2pp | 417.96%-446.3pp |
| Employer contribution / active EE | $1,192 | $3,489-65.8% | $2,836-58.0% | $4,740-74.8% |
| Participant deferral / active EE | $2,510 | $5,338-53.0% | $4,656-46.1% | $6,400-60.8% |
| Admin fee / account holder | $5 | $10,926-100.0% | $7,493-99.9% | $11,426-100.0% |