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 | $44,617 | $167,307-73.3% | $143,757-69.0% | $134,475-66.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -28.83% | 0.46%-29.3pp | -0.04%-28.8pp | 417.96%-446.8pp |
| Employer contribution / active EE | $6,577 | $5,619+17.0% | $4,951+32.8% | $4,740+38.8% |
| Participant deferral / active EE | $10,500 | $6,446+62.9% | $5,637+86.3% | $6,400+64.1% |
| Admin fee / account holder | $254 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |