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 | $24,493 | $82,286-70.2% | $68,791-64.4% | $134,475-81.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.26% | -2.19%-19.1pp | -6.38%-14.9pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,750 | $3,301-47.0% | $2,655-34.1% | $4,740-63.1% |
| Participant deferral / active EE | $2,286 | $4,739-51.8% | $3,941-42.0% | $6,400-64.3% |
| Admin fee / account holder | $125 | $6,481-98.1% | $4,932-97.5% | $11,426-98.9% |