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 | $24,450 | $92,222-73.5% | $76,768-68.2% | $135,375-81.9% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -21.54% | 5.46%-27.0pp | 2.43%-24.0pp | 519.73%-541.3pp |
| Employer contribution / active EE | $4,982 | $3,216+54.9% | $2,485+100.5% | $4,779+4.3% |
| Participant deferral / active EE | $8,654 | $4,509+91.9% | $3,852+124.7% | $5,609+54.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |