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 | $43,587 | $97,044-55.1% | $83,333-47.7% | $135,375-67.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.91% | 12.31%-22.2pp | 10.63%-20.5pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,589 | $4,143-37.5% | $3,379-23.4% | $4,779-45.8% |
| Participant deferral / active EE | $10,162 | $5,964+70.4% | $5,565+82.6% | $5,609+81.2% |
| Admin fee / account holder | $48 | $8,380-99.4% | $7,510-99.4% | $10,827-99.6% |