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 | $53,101 | $135,635-60.9% | $110,238-51.8% | $135,375-60.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -9.20% | 513.19%-522.4pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,985 | $4,906-59.5% | $3,826-48.1% | $4,779-58.5% |
| Participant deferral / active EE | $7,967 | $5,506+44.7% | $4,672+70.5% | $5,609+42.0% |
| Admin fee / account holder | $255 | $11,457-97.8% | $8,547-97.0% | $10,827-97.6% |