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 | $56,751 | $63,953-11.3% | $54,726+3.7% | $135,375-58.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -12.38% | -5.77%-6.6pp | -4.56%-7.8pp | 519.73%-532.1pp |
| Employer contribution / active EE | $5,067 | $4,256+19.1% | $3,449+46.9% | $4,779+6.0% |
| Participant deferral / active EE | $6,352 | $4,810+32.1% | $3,953+60.7% | $5,609+13.3% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |