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 | $36,719 | $152,509-75.9% | $117,472-68.7% | $134,475-72.7% |
| Participation rate | 86.4% | 77.1%+9.3pp | 70.6%+15.8pp | 81.2%+5.1pp |
| Annual return | -22.28% | 52.99%-75.3pp | 29.74%-52.0pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,129 | $5,571-79.7% | $4,176-73.0% | $4,740-76.2% |
| Participant deferral / active EE | $3,894 | $4,818-19.2% | $4,070-4.3% | $6,400-39.1% |
| Admin fee / account holder | $3 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |