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 | $56,493 | $91,552-38.3% | $133,956-57.8% | $79,858-29.3% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | -12.01% | 61.85%-73.9pp | 45.09%-57.1pp | 31.71%-43.7pp |
| Employer contribution / active EE | $1,036 | $2,384-56.5% | $3,919-73.6% | $2,471-58.1% |
| Participant deferral / active EE | $2,392 | $3,733-35.9% | $5,048-52.6% | $3,740-36.1% |
| Admin fee / account holder | $243 | $6,321-96.2% | $8,927-97.3% | $5,306-95.4% |