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 | $50,781 | $197,591-74.3% | $177,821-71.4% | $158,922-68.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | -16.80% | 58.76%-75.6pp | 48.32%-65.1pp | 302.83%-319.6pp |
| Employer contribution / active EE | $2,747 | $6,697-59.0% | $5,918-53.6% | $4,761-42.3% |
| Participant deferral / active EE | $9,668 | $8,405+15.0% | $7,714+25.3% | $5,982+61.6% |
| Admin fee / account holder | $21 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |