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 | $52,493 | $160,055-67.2% | $140,016-62.5% | $135,375-61.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -14.40% | 911.38%-925.8pp | 651.12%-665.5pp | 519.73%-534.1pp |
| Employer contribution / active EE | $5,696 | $6,420-11.3% | $5,606+1.6% | $4,779+19.2% |
| Participant deferral / active EE | $12,446 | $7,642+62.9% | $6,927+79.7% | $5,609+121.9% |
| Admin fee / account holder | $89 | $13,328-99.3% | $10,705-99.2% | $10,827-99.2% |