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 | $25,264 | $73,515-65.6% | $62,995-59.9% | $147,584-82.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | -4.85% | 175.43%-180.3pp | 87.57%-92.4pp | 578.55%-583.4pp |
| Employer contribution / active EE | $2,232 | $3,320-32.8% | $2,759-19.1% | $4,876-54.2% |
| Participant deferral / active EE | $1,211 | $4,185-71.1% | $3,329-63.6% | $5,439-77.7% |
| Admin fee / account holder | $268 | $5,953-95.5% | $3,600-92.6% | $10,885-97.5% |