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 | $58,998 | $90,590-34.9% | $90,782-35.0% | $135,375-56.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -10.98% | -3.40%-7.6pp | -3.42%-7.6pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,000 | $4,352-54.0% | $4,105-51.3% | $4,779-58.1% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4 | $7,683-100.0% | $5,908-99.9% | $10,827-100.0% |