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 | $25,927 | $69,518-62.7% | $59,878-56.7% | $135,375-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -63.93% | 7.94%-71.9pp | 3.46%-67.4pp | 519.73%-583.7pp |
| Employer contribution / active EE | $5,113 | $3,235+58.1% | $2,722+87.9% | $4,779+7.0% |
| Participant deferral / active EE | $3,763 | $4,206-10.5% | $3,402+10.6% | $5,609-32.9% |
| Admin fee / account holder | $251 | $5,734-95.6% | $3,590-93.0% | $10,827-97.7% |