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 | $92,052 | $67,214+37.0% | $61,491+49.7% | $134,475-31.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.42% | -12.08%-10.3pp | -12.98%-9.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $5,490 | $4,974+10.4% | $4,246+29.3% | $4,740+15.8% |
| Participant deferral / active EE | $4,088 | $6,103-33.0% | $5,188-21.2% | $6,400-36.1% |
| Admin fee / account holder | $12 | $4,610-99.7% | $4,312-99.7% | $11,426-99.9% |