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 | $27,338 | $140,578-80.6% | $100,671-72.8% | $125,391-78.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.71% | 24.67%-28.4pp | 20.43%-24.1pp | 282.22%-285.9pp |
| Employer contribution / active EE | $888 | $5,965-85.1% | $4,012-77.9% | $4,866-81.7% |
| Participant deferral / active EE | $2,407 | $3,981-39.6% | $3,144-23.4% | $5,352-55.0% |
| Admin fee / account holder | $300 | $6,716-95.5% | $4,850-93.8% | $9,540-96.9% |