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 | $27,055 | $83,908-67.8% | $68,509-60.5% | $125,391-78.4% |
| Participation rate | 81.8% | 78.2%+3.6pp | 74.7%+7.1pp | 83.2%-1.4pp |
| Annual return | -9.18% | 14.48%-23.7pp | 8.27%-17.4pp | 282.22%-291.4pp |
| Employer contribution / active EE | $2,407 | $3,031-20.6% | $2,278+5.7% | $4,866-50.5% |
| Participant deferral / active EE | $5,612 | $4,125+36.0% | $3,382+65.9% | $5,352+4.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |