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 | $40,315 | $147,167-72.6% | $111,392-63.8% | $135,375-70.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -11.64% | -4.44%-7.2pp | -2.06%-9.6pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,653 | $5,204-49.0% | $4,328-38.7% | $4,779-44.5% |
| Participant deferral / active EE | $5,540 | $6,565-15.6% | $5,567-0.5% | $5,609-1.2% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |