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 | $41,904 | $135,635-69.1% | $110,238-62.0% | $135,375-69.0% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -9.97% | 513.19%-523.2pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,869 | $4,906-61.9% | $3,826-51.2% | $4,779-60.9% |
| Participant deferral / active EE | $2,276 | $5,506-58.7% | $4,672-51.3% | $5,609-59.4% |
| Admin fee / account holder | $46 | $11,457-99.6% | $8,547-99.5% | $10,827-99.6% |