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 | $19,170 | $167,307-88.5% | $143,757-86.7% | $134,475-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.49% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,632 | $5,619-17.6% | $4,951-6.4% | $4,740-2.3% |
| Participant deferral / active EE | $10,113 | $6,446+56.9% | $5,637+79.4% | $6,400+58.0% |
| Admin fee / account holder | $209 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |