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 | $27,501 | $78,694-65.1% | $67,652-59.3% | $125,391-78.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.14% | 9.46%-14.6pp | 6625.04%-6630.2pp | 282.22%-287.4pp |
| Employer contribution / active EE | $8,058 | $3,044+164.7% | $2,266+255.7% | $4,866+65.6% |
| Participant deferral / active EE | $4,033 | $4,292-6.0% | $3,560+13.3% | $5,352-24.6% |
| Admin fee / account holder | $20 | $7,403-99.7% | $4,821-99.6% | $9,540-99.8% |