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 | $52,404 | $90,519-42.1% | $93,789-44.1% | $134,475-61.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -24.91% | -15.72%-9.2pp | -11.33%-13.6pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,813 | $4,343-58.3% | $4,323-58.1% | $4,740-61.7% |
| Participant deferral / active EE | $2,745 | $5,978-54.1% | $6,094-55.0% | $6,400-57.1% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |