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 | $54,666 | $85,790-36.3% | $67,313-18.8% | $135,375-59.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.53% | -0.54%-9.0pp | -4.08%-5.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $18,050 | $3,487+417.6% | $2,566+603.5% | $4,779+277.7% |
| Participant deferral / active EE | $6,034 | $4,651+29.7% | $3,568+69.1% | $5,609+7.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |