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 | $31,782 | $97,757-67.5% | $83,848-62.1% | $135,375-76.5% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -10.89% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,871 | $4,222-55.7% | $3,631-48.5% | $4,779-60.9% |
| Participant deferral / active EE | $6,657 | $4,682+42.2% | $4,082+63.1% | $5,609+18.7% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |