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 | $18,070 | $90,600-80.1% | $79,464-77.3% | $135,375-86.7% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -11.00% | 977.43%-988.4pp | 718.14%-729.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,061 | $3,068-32.8% | $2,800-26.4% | $4,779-56.9% |
| Participant deferral / active EE | $6,672 | $4,050+64.7% | $3,704+80.1% | $5,609+19.0% |
| Admin fee / account holder | $79 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |