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 | $56,599 | $97,881-42.2% | $80,004-29.3% | $125,391-54.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -16.91% | 9.36%-26.3pp | 7.63%-24.5pp | 282.22%-299.1pp |
| Employer contribution / active EE | $19,461 | $3,128+522.2% | $2,473+687.1% | $4,866+299.9% |
| Participant deferral / active EE | $12,000 | $3,744+220.5% | $3,204+274.6% | $5,352+124.2% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |