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 | $66,719 | $133,958-50.2% | $112,228-40.6% | $134,475-50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -28.44% | 47.11%-75.6pp | 27.45%-55.9pp | 417.96%-446.4pp |
| Employer contribution / active EE | $2,866 | $4,038-29.0% | $3,635-21.1% | $4,740-39.5% |
| Participant deferral / active EE | $8,984 | $5,291+69.8% | $4,728+90.0% | $6,400+40.4% |
| Admin fee / account holder | $145 | $7,489-98.1% | $6,410-97.7% | $11,426-98.7% |