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 | $42,008 | $138,044-69.6% | $125,339-66.5% | $134,475-68.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -24.66% | 750.33%-775.0pp | 572.05%-596.7pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,301 | $5,243-75.2% | $4,814-73.0% | $4,740-72.6% |
| Participant deferral / active EE | $4,724 | $7,799-39.4% | $7,446-36.6% | $6,400-26.2% |
| Admin fee / account holder | $104 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |