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 6-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 | $35,375 | $67,331-47.5% | $60,874-41.9% | $134,475-73.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.43% | 49.93%-71.4pp | 16.90%-38.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $7,976 | $3,096+157.6% | $2,701+195.2% | $4,740+68.3% |
| Participant deferral / active EE | $10,373 | $4,538+128.6% | $3,817+171.8% | $6,400+62.1% |
| Admin fee / account holder | $100 | $4,582-97.8% | $3,224-96.9% | $11,426-99.1% |