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 | $33,427 | $59,805-44.1% | $79,550-58.0% | $68,494-51.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -25.80% | -12.30%-13.5pp | 0.16%-26.0pp | -7.84%-18.0pp |
| Employer contribution / active EE | $2,399 | $1,505+59.4% | $2,413-0.6% | $2,596-7.6% |
| Participant deferral / active EE | $5,811 | $3,024+92.1% | $3,985+45.8% | $4,027+44.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |