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 | $40,016 | $110,809-63.9% | $86,874-53.9% | $167,490-76.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | -36.57% | 116.98%-153.5pp | 63.52%-100.1pp | 478.56%-515.1pp |
| Employer contribution / active EE | $778 | $3,244-76.0% | $2,495-68.8% | $4,837-83.9% |
| Participant deferral / active EE | $1,768 | $4,546-61.1% | $3,699-52.2% | $6,341-72.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |