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 | $55,268 | $135,952-59.3% | $123,892-55.4% | $273,961-79.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | -53.56% | 56.63%-110.2pp | 47.52%-101.1pp | 41.45%-95.0pp |
| Employer contribution / active EE | $3,219 | $5,170-37.7% | $4,617-30.3% | $4,869-33.9% |
| Participant deferral / active EE | $6,721 | $6,343+6.0% | $5,984+12.3% | $5,287+27.1% |
| Admin fee / account holder | $241 | $9,817-97.5% | $8,357-97.1% | $10,132-97.6% |