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 | $15,043 | $63,953-76.5% | $54,726-72.5% | $135,375-88.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -12.56% | -5.77%-6.8pp | -4.56%-8.0pp | 519.73%-532.3pp |
| Employer contribution / active EE | $7,065 | $4,256+66.0% | $3,449+104.8% | $4,779+47.8% |
| Participant deferral / active EE | $1,525 | $4,810-68.3% | $3,953-61.4% | $5,609-72.8% |
| Admin fee / account holder | $3 | $4,567-99.9% | $3,818-99.9% | $10,827-100.0% |