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 9-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 | $54,734 | $211,958-74.2% | $169,463-67.7% | $135,375-59.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.34% | 3.26%-14.6pp | 1.83%-13.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $12,484 | $5,120+143.8% | $4,159+200.2% | $4,779+161.2% |
| Participant deferral / active EE | $13,200 | $6,075+117.3% | $5,277+150.2% | $5,609+135.3% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |