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 | $83,061 | $82,664+0.5% | $125,339-33.7% | $68,494+21.3% |
| Participation rate | 95.2% | 75.0%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -20.53% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $17,780 | $3,381+425.9% | $4,814+269.4% | $2,596+584.8% |
| Participant deferral / active EE | $11,008 | $6,110+80.2% | $7,446+47.8% | $4,027+173.3% |
| Admin fee / account holder | $273 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |