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 | $24,359 | $69,518-65.0% | $59,878-59.3% | $135,375-82.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -15.51% | 7.94%-23.5pp | 3.46%-19.0pp | 519.73%-535.2pp |
| Employer contribution / active EE | $4,555 | $3,235+40.8% | $2,722+67.3% | $4,779-4.7% |
| Participant deferral / active EE | $4,554 | $4,206+8.3% | $3,402+33.9% | $5,609-18.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |