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 | $32,963 | $91,037-63.8% | $71,671-54.0% | $147,584-77.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | -47.61% | 20.48%-68.1pp | 20.65%-68.3pp | 578.55%-626.2pp |
| Employer contribution / active EE | $7,126 | $3,327+114.2% | $2,460+189.7% | $4,876+46.1% |
| Participant deferral / active EE | $6,048 | $4,498+34.4% | $3,438+75.9% | $5,439+11.2% |
| Admin fee / account holder | $150 | $8,613-98.3% | $5,558-97.3% | $10,885-98.6% |