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 5-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 | $71,560 | $82,286-13.0% | $68,791+4.0% | $134,475-46.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.54% | -2.19%-19.3pp | -6.38%-15.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $5,106 | $3,301+54.7% | $2,655+92.3% | $4,740+7.7% |
| Participant deferral / active EE | $16,407 | $4,739+246.2% | $3,941+316.3% | $6,400+156.4% |
| Admin fee / account holder | $18 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |