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 | $32,428 | $228,332-85.8% | $185,823-82.5% | $158,922-79.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -41.28% | 40.80%-82.1pp | 35.95%-77.2pp | 302.83%-344.1pp |
| Employer contribution / active EE | $922 | $4,967-81.4% | $4,087-77.4% | $4,761-80.6% |
| Participant deferral / active EE | $5,900 | $6,415-8.0% | $5,632+4.8% | $5,982-1.4% |
| Admin fee / account holder | $89 | $11,864-99.2% | $9,500-99.1% | $11,246-99.2% |