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 | $24,636 | $95,971-74.3% | $74,550-67.0% | $135,375-81.8% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -14.11% | 56.96%-71.1pp | 32.53%-46.6pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,411 | $2,716-48.1% | $1,961-28.0% | $4,779-70.5% |
| Participant deferral / active EE | $1,521 | $3,843-60.4% | $3,108-51.1% | $5,609-72.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |