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 | $22,235 | $100,754-77.9% | $86,677-74.3% | $134,475-83.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.02% | 29.04%-51.1pp | 35.91%-57.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,001 | $3,489-14.0% | $2,836+5.8% | $4,740-36.7% |
| Participant deferral / active EE | $11,817 | $5,338+121.4% | $4,656+153.8% | $6,400+84.7% |
| Admin fee / account holder | $148 | $10,926-98.6% | $7,493-98.0% | $11,426-98.7% |