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 | $34,416 | $209,411-83.6% | $178,490-80.7% | $158,922-78.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.26% | 188.75%-194.0pp | 151.07%-156.3pp | 302.83%-308.1pp |
| Employer contribution / active EE | $1,862 | $5,706-67.4% | $5,011-62.8% | $4,761-60.9% |
| Participant deferral / active EE | $5,886 | $5,954-1.1% | $5,202+13.2% | $5,982-1.6% |
| Admin fee / account holder | $44 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |