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 | $40,638 | $197,825-79.5% | $155,790-73.9% | $125,391-67.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -6.78% | 86.74%-93.5pp | 71.54%-78.3pp | 282.22%-289.0pp |
| Employer contribution / active EE | $12,542 | $4,847+158.8% | $3,836+226.9% | $4,866+157.7% |
| Participant deferral / active EE | $12,000 | $5,630+113.1% | $4,797+150.2% | $5,352+124.2% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |