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 | $19,344 | $90,600-78.6% | $79,464-75.7% | $135,375-85.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -11.00% | 977.43%-988.4pp | 718.14%-729.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,298 | $3,068-25.1% | $2,800-17.9% | $4,779-51.9% |
| Participant deferral / active EE | $4,661 | $4,050+15.1% | $3,704+25.8% | $5,609-16.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |