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 | $45,248 | $46,674-3.1% | $117,472-61.5% | $68,494-33.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -27.84% | -14.52%-13.3pp | 29.74%-57.6pp | -7.84%-20.0pp |
| Employer contribution / active EE | $906 | $1,505-39.8% | $4,176-78.3% | $2,596-65.1% |
| Participant deferral / active EE | $5,945 | $2,636+125.5% | $4,070+46.1% | $4,027+47.6% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |