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 | $34,311 | $69,518-50.6% | $59,878-42.7% | $135,375-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.64% | 7.94%-17.6pp | 3.46%-13.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $6,801 | $3,235+110.3% | $2,722+149.9% | $4,779+42.3% |
| Participant deferral / active EE | $11,149 | $4,206+165.1% | $3,402+227.7% | $5,609+98.8% |
| Admin fee / account holder | $36 | $5,734-99.4% | $3,590-99.0% | $10,827-99.7% |