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 | $62,087 | $69,010-10.0% | $159,960-61.2% | $68,494-9.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -23.45% | -9.65%-13.8pp | 408.60%-432.1pp | -7.84%-15.6pp |
| Employer contribution / active EE | $627 | $2,213-71.7% | $4,226-85.2% | $2,596-75.9% |
| Participant deferral / active EE | $4,263 | $4,212+1.2% | $6,182-31.0% | $4,027+5.9% |
| Admin fee / account holder | $187 | $4,798-96.1% | $8,698-97.9% | $5,403-96.5% |