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 | $14,516 | $69,518-79.1% | $59,878-75.8% | $135,375-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -14.74% | 7.94%-22.7pp | 3.46%-18.2pp | 519.73%-534.5pp |
| Employer contribution / active EE | $1,960 | $3,235-39.4% | $2,722-28.0% | $4,779-59.0% |
| Participant deferral / active EE | $1,960 | $4,206-53.4% | $3,402-42.4% | $5,609-65.1% |
| Admin fee / account holder | $60 | $5,734-99.0% | $3,590-98.3% | $10,827-99.4% |