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 | $36,786 | $106,543-65.5% | $91,220-59.7% | $134,475-72.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -28.19% | 160.60%-188.8pp | 114.01%-142.2pp | 417.96%-446.2pp |
| Employer contribution / active EE | $2,098 | $3,331-37.0% | $2,850-26.4% | $4,740-55.7% |
| Participant deferral / active EE | $2,405 | $4,719-49.0% | $4,234-43.2% | $6,400-62.4% |
| Admin fee / account holder | $2 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |