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 | $51,521 | $97,881-47.4% | $80,004-35.6% | $125,391-58.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -4.60% | 9.36%-14.0pp | 7.63%-12.2pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,080 | $3,128-65.5% | $2,473-56.3% | $4,866-77.8% |
| Participant deferral / active EE | $1,527 | $3,744-59.2% | $3,204-52.3% | $5,352-71.5% |
| Admin fee / account holder | $11 | $6,278-99.8% | $5,033-99.8% | $9,540-99.9% |