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 | $30,830 | $73,867-58.3% | $143,757-78.6% | $68,494-55.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.76% | 1.01%-20.8pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,665 | $3,184-47.7% | $4,951-66.4% | $2,596-35.9% |
| Participant deferral / active EE | $4,435 | $3,384+31.1% | $5,637-21.3% | $4,027+10.1% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |