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 | $73,308 | $83,908-12.6% | $68,509+7.0% | $125,391-41.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.72% | 14.48%-18.2pp | 8.27%-12.0pp | 282.22%-285.9pp |
| Employer contribution / active EE | $10,502 | $3,031+246.5% | $2,278+361.1% | $4,866+115.8% |
| Participant deferral / active EE | $17,657 | $4,125+328.0% | $3,382+422.0% | $5,352+229.9% |
| Admin fee / account holder | $10 | $8,982-99.9% | $5,275-99.8% | $9,540-99.9% |