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 8-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 | $30,706 | $158,817-80.7% | $121,196-74.7% | $135,375-77.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -15.62% | -0.64%-15.0pp | 16.93%-32.6pp | 519.73%-535.4pp |
| Employer contribution / active EE | $12,180 | $5,665+115.0% | $4,022+202.9% | $4,779+154.9% |
| Participant deferral / active EE | $10,944 | $4,005+173.3% | $3,344+227.2% | $5,609+95.1% |
| Admin fee / account holder | $187 | $6,512-97.1% | $5,019-96.3% | $10,827-98.3% |