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 | $73,761 | $167,307-55.9% | $143,757-48.7% | $134,475-45.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.56% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,764 | $5,619-33.0% | $4,951-24.0% | $4,740-20.6% |
| Participant deferral / active EE | $12,275 | $6,446+90.4% | $5,637+117.8% | $6,400+91.8% |
| Admin fee / account holder | $11 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |