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 | $26,571 | $92,222-71.2% | $76,768-65.4% | $135,375-80.4% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -9.97% | 5.46%-15.4pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,779 | $3,216-13.6% | $2,485+11.8% | $4,779-41.8% |
| Participant deferral / active EE | $5,320 | $4,509+18.0% | $3,852+38.1% | $5,609-5.1% |
| Admin fee / account holder | $224 | $10,748-97.9% | $6,675-96.6% | $10,827-97.9% |