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 5-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 | $19,102 | $100,754-81.0% | $86,677-78.0% | $134,475-85.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.45% | 29.04%-53.5pp | 35.91%-60.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $4,317 | $3,489+23.7% | $2,836+52.2% | $4,740-8.9% |
| Participant deferral / active EE | $8,761 | $5,338+64.1% | $4,656+88.2% | $6,400+36.9% |
| Admin fee / account holder | $21 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |