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 | $42,136 | $158,817-73.5% | $121,196-65.2% | $135,375-68.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.18% | -0.64%-10.5pp | 16.93%-28.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $10,044 | $5,665+77.3% | $4,022+149.7% | $4,779+110.2% |
| Participant deferral / active EE | $11,425 | $4,005+185.3% | $3,344+241.6% | $5,609+103.7% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |