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 | $29,948 | $77,813-61.5% | $123,544-75.8% | $64,186-53.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -13.71% | 12.48%-26.2pp | 119.20%-132.9pp | 7.63%-21.3pp |
| Employer contribution / active EE | $837 | $3,014-72.2% | $4,628-81.9% | $2,381-64.8% |
| Participant deferral / active EE | $8,519 | $5,240+62.6% | $6,426+32.6% | $3,470+145.5% |
| Admin fee / account holder | $49 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |