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 9-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 | $24,010 | $117,690-79.6% | $71,735-66.5% | $134,475-82.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -25.07% | 25.44%-50.5pp | 9.14%-34.2pp | 417.96%-443.0pp |
| Employer contribution / active EE | $7,968 | $2,525+215.6% | $1,704+367.7% | $4,740+68.1% |
| Participant deferral / active EE | $4,363 | $3,759+16.1% | $2,658+64.2% | $6,400-31.8% |
| Admin fee / account holder | $15 | $6,379-99.8% | $3,974-99.6% | $11,426-99.9% |