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 | $24,291 | $127,100-80.9% | $105,738-77.0% | $135,375-82.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -11.11% | 4.49%-15.6pp | 6.27%-17.4pp | 519.73%-530.8pp |
| Employer contribution / active EE | $939 | $4,107-77.1% | $3,268-71.3% | $4,779-80.4% |
| Participant deferral / active EE | $1,409 | $5,064-72.2% | $4,080-65.5% | $5,609-74.9% |
| Admin fee / account holder | $167 | $9,087-98.2% | $6,913-97.6% | $10,827-98.5% |