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 5-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 | $10,488 | $93,024-88.7% | $77,024-86.4% | $134,475-92.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.61% | 62.60%-85.2pp | 42.32%-64.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,611 | $3,418-23.6% | $2,812-7.2% | $4,740-44.9% |
| Participant deferral / active EE | $9,088 | $5,238+73.5% | $4,426+105.3% | $6,400+42.0% |
| Admin fee / account holder | $1 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |