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 | $43,188 | $99,032-56.4% | $80,019-46.0% | $135,375-68.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.95% | 15.39%-25.3pp | 11.22%-21.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,147 | $3,043-29.4% | $2,468-13.0% | $4,779-55.1% |
| Participant deferral / active EE | $4,381 | $4,282+2.3% | $3,686+18.9% | $5,609-21.9% |
| Admin fee / account holder | $268 | $10,436-97.4% | $6,521-95.9% | $10,827-97.5% |