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 | $27,257 | $133,958-79.7% | $112,228-75.7% | $134,475-79.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -23.43% | 47.11%-70.5pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,563 | $4,038-61.3% | $3,635-57.0% | $4,740-67.0% |
| Participant deferral / active EE | $2,495 | $5,291-52.8% | $4,728-47.2% | $6,400-61.0% |
| Admin fee / account holder | $130 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |