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 | $50,331 | $72,177-30.3% | $115,037-56.2% | $59,632-15.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.12% | 12.02%-16.1pp | 26.14%-30.3pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $11,538 | $2,841+306.1% | $4,608+150.4% | $2,203+423.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $242 | $4,927-95.1% | $8,175-97.0% | $4,297-94.4% |