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 | $25,650 | $165,335-84.5% | $149,696-82.9% | $158,922-83.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.73% | 348.15%-350.9pp | 276.60%-279.3pp | 302.83%-305.6pp |
| Employer contribution / active EE | $2,751 | $5,103-46.1% | $4,644-40.8% | $4,761-42.2% |
| Participant deferral / active EE | $2,751 | $7,181-61.7% | $6,842-59.8% | $5,982-54.0% |
| Admin fee / account holder | $113 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |