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 | $17,704 | $107,791-83.6% | $90,645-80.5% | $135,375-86.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.32% | -0.90%-11.4pp | 1.88%-14.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,220 | $3,018-26.4% | $2,532-12.3% | $4,779-53.5% |
| Participant deferral / active EE | $3,690 | $3,872-4.7% | $3,425+7.7% | $5,609-34.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |