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 | $33,610 | $93,024-63.9% | $77,024-56.4% | $134,475-75.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -29.98% | 62.60%-92.6pp | 42.32%-72.3pp | 417.96%-447.9pp |
| Employer contribution / active EE | $2,676 | $3,418-21.7% | $2,812-4.8% | $4,740-43.5% |
| Participant deferral / active EE | $6,440 | $5,238+23.0% | $4,426+45.5% | $6,400+0.6% |
| Admin fee / account holder | $200 | $6,944-97.1% | $5,425-96.3% | $11,426-98.3% |