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 | $12,634 | $92,703-86.4% | $82,719-84.7% | $134,475-90.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.49% | 944.92%-966.4pp | 701.18%-722.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $935 | $3,274-71.4% | $3,009-68.9% | $4,740-80.3% |
| Participant deferral / active EE | $3,765 | $4,802-21.6% | $4,395-14.3% | $6,400-41.2% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |