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 | $38,907 | $95,971-59.5% | $74,550-47.8% | $135,375-71.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -11.35% | 56.96%-68.3pp | 32.53%-43.9pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,023 | $2,716+11.3% | $1,961+54.2% | $4,779-36.7% |
| Participant deferral / active EE | $5,462 | $3,843+42.1% | $3,108+75.7% | $5,609-2.6% |
| Admin fee / account holder | $157 | $6,522-97.6% | $5,060-96.9% | $10,827-98.5% |