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 | $37,439 | $78,694-52.4% | $67,652-44.7% | $125,391-70.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.83% | 9.46%-13.3pp | 6625.04%-6628.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $6,841 | $3,044+124.7% | $2,266+202.0% | $4,866+40.6% |
| Participant deferral / active EE | $6,393 | $4,292+48.9% | $3,560+79.6% | $5,352+19.5% |
| Admin fee / account holder | $58 | $7,403-99.2% | $4,821-98.8% | $9,540-99.4% |