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 5-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 | $19,015 | $100,754-81.1% | $86,677-78.1% | $134,475-85.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -41.79% | 29.04%-70.8pp | 35.91%-77.7pp | 417.96%-459.8pp |
| Employer contribution / active EE | $5,584 | $3,489+60.0% | $2,836+96.9% | $4,740+17.8% |
| Participant deferral / active EE | $16,472 | $5,338+208.6% | $4,656+253.8% | $6,400+157.4% |
| Admin fee / account holder | $88 | $10,926-99.2% | $7,493-98.8% | $11,426-99.2% |