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 | $79,892 | $140,578-43.2% | $100,671-20.6% | $125,391-36.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -13.92% | 24.67%-38.6pp | 20.43%-34.3pp | 282.22%-296.1pp |
| Employer contribution / active EE | $30,769 | $5,965+415.8% | $4,012+666.9% | $4,866+532.3% |
| Participant deferral / active EE | $12,000 | $3,981+201.4% | $3,144+281.7% | $5,352+124.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |