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 | $36,277 | $95,862-62.2% | $79,550-54.4% | $134,475-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.52% | -2.69%-18.8pp | 0.16%-21.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,085 | $4,693+8.4% | $3,985+27.6% | $6,400-20.5% |
| Admin fee / account holder | $295 | $9,126-96.8% | $6,832-95.7% | $11,426-97.4% |