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 9-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 | $43,494 | $211,958-79.5% | $169,463-74.3% | $135,375-67.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.78% | 3.26%-21.0pp | 1.83%-19.6pp | 519.73%-537.5pp |
| Employer contribution / active EE | $7,400 | $5,120+44.5% | $4,159+77.9% | $4,779+54.9% |
| Participant deferral / active EE | $18,000 | $6,075+196.3% | $5,277+241.1% | $5,609+220.9% |
| Admin fee / account holder | $198 | $11,471-98.3% | $9,109-97.8% | $10,827-98.2% |