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 | $34,366 | $104,251-67.0% | $91,001-62.2% | $147,584-76.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -21.50% | 27.06%-48.6pp | 4.60%-26.1pp | 578.55%-600.0pp |
| Employer contribution / active EE | $622 | $3,116-80.0% | $2,456-74.7% | $4,876-87.3% |
| Participant deferral / active EE | $1,267 | $4,195-69.8% | $3,547-64.3% | $5,439-76.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |