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 | $28,930 | $49,177-41.2% | $79,464-63.6% | $64,186-54.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -9.96% | -1.16%-8.8pp | 718.14%-728.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $4,119 | $2,076+98.4% | $2,800+47.1% | $2,381+73.0% |
| Participant deferral / active EE | $5,413 | $2,821+91.9% | $3,704+46.1% | $3,470+56.0% |
| Admin fee / account holder | $133 | $3,839-96.5% | $5,113-97.4% | $4,888-97.3% |