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 | $39,213 | $138,065-71.6% | $123,544-68.3% | $135,375-71.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -12.51% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $3,133 | $5,151-39.2% | $4,628-32.3% | $4,779-34.4% |
| Participant deferral / active EE | $11,089 | $6,799+63.1% | $6,426+72.6% | $5,609+97.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |