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 | $39,074 | $190,805-79.5% | $159,960-75.6% | $134,475-70.9% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -23.19% | 552.23%-575.4pp | 408.60%-431.8pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,081 | $4,995-38.3% | $4,226-27.1% | $4,740-35.0% |
| Participant deferral / active EE | $4,678 | $6,923-32.4% | $6,182-24.3% | $6,400-26.9% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |