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 | $40,345 | $92,703-56.5% | $82,719-51.2% | $134,475-70.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -21.54% | 944.92%-966.5pp | 701.18%-722.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,620 | $3,274-20.0% | $3,009-12.9% | $4,740-44.7% |
| Participant deferral / active EE | $6,441 | $4,802+34.1% | $4,395+46.6% | $6,400+0.6% |
| Admin fee / account holder | $21 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |