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 | $53,875 | $75,935-29.1% | $60,547-11.0% | $125,391-57.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -5.91% | -5.38%-0.5pp | 335.64%-341.6pp | 282.22%-288.1pp |
| Employer contribution / active EE | $10,000 | $3,438+190.9% | $2,419+313.3% | $4,866+105.5% |
| Participant deferral / active EE | $18,000 | $4,506+299.4% | $3,328+440.9% | $5,352+236.4% |
| Admin fee / account holder | $210 | $6,768-96.9% | $4,536-95.4% | $9,540-97.8% |