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 9-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 | $14,111 | $97,044-85.5% | $83,333-83.1% | $135,375-89.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -19.48% | 12.31%-31.8pp | 10.63%-30.1pp | 519.73%-539.2pp |
| Employer contribution / active EE | $2,965 | $4,143-28.4% | $3,379-12.2% | $4,779-38.0% |
| Participant deferral / active EE | $7,574 | $5,964+27.0% | $5,565+36.1% | $5,609+35.0% |
| Admin fee / account holder | $231 | $8,380-97.2% | $7,510-96.9% | $10,827-97.9% |