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 | $99,606 | $82,286+21.0% | $68,791+44.8% | $134,475-25.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.93% | -2.19%-18.7pp | -6.38%-14.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,090 | $3,301-36.7% | $2,655-21.3% | $4,740-55.9% |
| Participant deferral / active EE | $19,371 | $4,739+308.8% | $3,941+391.5% | $6,400+202.7% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |