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 | $48,897 | $180,449-72.9% | $154,107-68.3% | $135,375-63.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.61% | 888.09%-898.7pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $15,986 | $6,035+164.9% | $5,298+201.8% | $4,779+234.5% |
| Participant deferral / active EE | $4,313 | $5,806-25.7% | $5,081-15.1% | $5,609-23.1% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |