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 | $37,606 | $73,933-49.1% | $96,683-61.1% | $75,163-50.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -17.43% | 26.70%-44.1pp | 35.69%-53.1pp | 160.62%-178.0pp |
| Employer contribution / active EE | $1,094 | $2,928-62.6% | $3,737-70.7% | $2,670-59.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $172 | $5,216-96.7% | $6,730-97.5% | $5,651-97.0% |