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 | $31,782 | $99,032-67.9% | $80,019-60.3% | $135,375-76.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.76% | 15.39%-25.1pp | 11.22%-21.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,283 | $3,043-25.0% | $2,468-7.5% | $4,779-52.2% |
| Participant deferral / active EE | $8,438 | $4,282+97.1% | $3,686+129.0% | $5,609+50.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |