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 9-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 | $26,596 | $97,044-72.6% | $83,333-68.1% | $135,375-80.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.75% | 12.31%-24.1pp | 10.63%-22.4pp | 519.73%-531.5pp |
| Employer contribution / active EE | $9,960 | $4,143+140.4% | $3,379+194.8% | $4,779+108.4% |
| Participant deferral / active EE | $14,940 | $5,964+150.5% | $5,565+168.5% | $5,609+166.4% |
| Admin fee / account holder | $10 | $8,380-99.9% | $7,510-99.9% | $10,827-99.9% |