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 | $53,414 | $113,935-53.1% | $94,224-43.3% | $125,391-57.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.90% | 5.29%-9.2pp | 10.68%-14.6pp | 282.22%-286.1pp |
| Employer contribution / active EE | $3,991 | $4,727-15.6% | $3,587+11.3% | $4,866-18.0% |
| Participant deferral / active EE | $10,656 | $5,179+105.8% | $4,320+146.6% | $5,352+99.1% |
| Admin fee / account holder | $41 | $8,391-99.5% | $6,269-99.3% | $9,540-99.6% |