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 | $36,304 | $127,386-71.5% | $115,037-68.4% | $125,391-71.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.10% | 31.28%-40.4pp | 26.14%-35.2pp | 282.22%-291.3pp |
| Employer contribution / active EE | $1,832 | $5,166-64.5% | $4,608-60.2% | $4,866-62.3% |
| Participant deferral / active EE | $7,587 | $6,423+18.1% | $6,026+25.9% | $5,352+41.8% |
| Admin fee / account holder | $150 | $9,516-98.4% | $8,175-98.2% | $9,540-98.4% |