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 | $88,403 | $95,193-7.1% | $76,523+15.5% | $135,375-34.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.88% | 4.85%-15.7pp | -0.27%-10.6pp | 519.73%-530.6pp |
| Employer contribution / active EE | $3,956 | $3,302+19.8% | $2,647+49.4% | $4,779-17.2% |
| Participant deferral / active EE | $13,500 | $4,639+191.0% | $3,835+252.0% | $5,609+140.7% |
| Admin fee / account holder | $26 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |