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 | $35,146 | $211,958-83.4% | $169,463-79.3% | $135,375-74.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -30.58% | 3.26%-33.8pp | 1.83%-32.4pp | 519.73%-550.3pp |
| Employer contribution / active EE | $14,634 | $5,120+185.8% | $4,159+251.9% | $4,779+206.2% |
| Participant deferral / active EE | $13,954 | $6,075+129.7% | $5,277+164.4% | $5,609+148.8% |
| Admin fee / account holder | $86 | $11,471-99.3% | $9,109-99.1% | $10,827-99.2% |