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 5-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 | $25,014 | $95,862-73.9% | $79,550-68.6% | $134,475-81.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.97% | -2.69%-18.3pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,538 | $3,128-50.8% | $2,413-36.3% | $4,740-67.6% |
| Participant deferral / active EE | $9,905 | $4,693+111.1% | $3,985+148.5% | $6,400+54.8% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |