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 | $57,959 | $65,685-11.8% | $57,179+1.4% | $273,961-78.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -33.86% | 21.99%-55.9pp | 14.59%-48.5pp | 41.45%-75.3pp |
| Employer contribution / active EE | $12,602 | $3,279+284.4% | $2,682+369.8% | $4,869+158.8% |
| Participant deferral / active EE | $7,736 | $3,782+104.6% | $3,096+149.9% | $5,287+46.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |