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 | $49,926 | $131,829-62.1% | $108,579-54.0% | $273,961-81.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -6.77% | -91.57%+84.8pp | -51.70%+44.9pp | 41.45%-48.2pp |
| Employer contribution / active EE | $2,399 | $4,912-51.2% | $3,758-36.2% | $4,869-50.7% |
| Participant deferral / active EE | $4,465 | $5,127-12.9% | $4,311+3.6% | $5,287-15.5% |
| Admin fee / account holder | $235 | $10,252-97.7% | $7,645-96.9% | $10,132-97.7% |