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 | $54,985 | $73,867-25.6% | $143,757-61.8% | $68,494-19.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.01% | 1.01%-23.0pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,829 | $3,184-11.1% | $4,951-42.9% | $2,596+9.0% |
| Participant deferral / active EE | $4,570 | $3,384+35.0% | $5,637-18.9% | $4,027+13.5% |
| Admin fee / account holder | $148 | $5,755-97.4% | $14,673-99.0% | $5,403-97.3% |