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 | $37,526 | $142,344-73.6% | $119,609-68.6% | $134,475-72.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.87% | -12.44%-13.4pp | -14.97%-10.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $3,714 | $5,222-28.9% | $4,232-12.2% | $4,740-21.6% |
| Participant deferral / active EE | $4,268 | $6,469-34.0% | $5,602-23.8% | $6,400-33.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |