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 | $26,145 | $92,222-71.6% | $76,768-65.9% | $135,375-80.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.91% | 5.46%-17.4pp | 2.43%-14.3pp | 519.73%-531.6pp |
| Employer contribution / active EE | $5,701 | $3,216+77.3% | $2,485+129.4% | $4,779+19.3% |
| Participant deferral / active EE | $9,938 | $4,509+120.4% | $3,852+158.0% | $5,609+77.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |