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 4-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 | $37,042 | $114,381-67.6% | $107,525-65.6% | $142,382-74.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -11.38% | 242.71%-254.1pp | 181.32%-192.7pp | 217.08%-228.5pp |
| Employer contribution / active EE | $4,800 | $4,015+19.6% | $3,754+27.9% | $4,299+11.7% |
| Participant deferral / active EE | $10,121 | $5,564+81.9% | $5,116+97.8% | $6,507+55.5% |
| Admin fee / account holder | $44 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |