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 | $90,165 | $82,286+9.6% | $68,791+31.1% | $134,475-33.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.74% | -2.19%-22.5pp | -6.38%-18.4pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,290 | $3,301-60.9% | $2,655-51.4% | $4,740-72.8% |
| Participant deferral / active EE | $11,338 | $4,739+139.3% | $3,941+187.7% | $6,400+77.2% |
| Admin fee / account holder | -$199 | $6,481-103.1% | $4,932-104.0% | $11,426-101.7% |