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 | $31,388 | $112,300-72.0% | $90,223-65.2% | $125,391-75.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -10.67% | -0.57%-10.1pp | 1.31%-12.0pp | 282.22%-292.9pp |
| Employer contribution / active EE | $2,412 | $5,181-53.4% | $4,378-44.9% | $4,866-50.4% |
| Participant deferral / active EE | $9,480 | $6,733+40.8% | $5,792+63.7% | $5,352+77.1% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |