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 | $26,190 | $89,355-70.7% | $141,162-81.4% | $72,985-64.1% |
| Participation rate | 76.3% | 75.1%+1.2pp | 82.5%-6.2pp | 69.5%+6.8pp |
| Annual return | -13.31% | 111.85%-125.2pp | 71.39%-84.7pp | 81.00%-94.3pp |
| Employer contribution / active EE | $1,483 | $3,114-52.4% | $4,735-68.7% | $2,440-39.2% |
| Participant deferral / active EE | $3,015 | $5,418-44.3% | $6,709-55.1% | $3,607-16.4% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |