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 | $64,668 | $152,509-57.6% | $117,472-45.0% | $134,475-51.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.30% | 52.99%-76.3pp | 29.74%-53.0pp | 417.96%-441.3pp |
| Employer contribution / active EE | $964 | $5,571-82.7% | $4,176-76.9% | $4,740-79.7% |
| Participant deferral / active EE | $2,571 | $4,818-46.6% | $4,070-36.8% | $6,400-59.8% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,426-100.0% |