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 | $31,832 | $92,222-65.5% | $76,768-58.5% | $135,375-76.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.53% | 5.46%-17.0pp | 2.43%-14.0pp | 519.73%-531.3pp |
| Employer contribution / active EE | $15,000 | $3,216+366.4% | $2,485+503.6% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $95 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |