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 | $48,982 | $138,065-64.5% | $123,544-60.4% | $135,375-63.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -9.95% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,190 | $5,151-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $5,736 | $6,799-15.6% | $6,426-10.7% | $5,609+2.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |