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 | $72,417 | $85,790-15.6% | $67,313+7.6% | $135,375-46.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.50% | -0.54%-11.0pp | -4.08%-7.4pp | 519.73%-531.2pp |
| Employer contribution / active EE | $5,137 | $3,487+47.3% | $2,566+100.2% | $4,779+7.5% |
| Participant deferral / active EE | $12,647 | $4,651+171.9% | $3,568+254.4% | $5,609+125.5% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |