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 | $48,301 | $180,449-73.2% | $154,107-68.7% | $135,375-64.3% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.91% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,542 | $6,035-74.5% | $5,298-70.9% | $4,779-67.7% |
| Participant deferral / active EE | $3,854 | $5,806-33.6% | $5,081-24.1% | $5,609-31.3% |
| Admin fee / account holder | $300 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |